Matthew Swinford

Retirement Income Specialist

About Me

Matthew rose through the world of fine dining, from culinary school to Relais & Châteaux hotels, Forbes five-star restaurants, and training under a master sommelier—learning to anticipate needs and deliver unforgettable experiences.

When fatherhood called louder than the late nights and weekends, he left the restaurant industry and returned to Florida to be closer to his daughter.
That life-changing move inspired a new mission: helping families secure their futures and achieve financial freedom.

Today, Matthew brings the same precision, care, and dedication from world-class hospitality to crafting financial strategies tailored to each client’s unique goals.

Areas of Service: