Getting to Know SWFG - October 2021

In the last year, SWFG has welcomed two new members to the team!

Jacob and his wife, Kelsey, have a one-year-old son named Baylor. Jacob is our newest financial advisor, and he joins us from Northeast Georgia Health Systems. Jacob has lived full time in Gainesville since graduating from UNG with a BBA in Accounting in 2015.

Lauren has two children, Mason and Harper, and they’re both students at West Hall High School. Prior to joining our team, Lauren was a medical assistant. Lauren joins us as a client service associate and is the first smiling face you see when you walk in our door!



Jacob Beauchamp, AAMS®
Financial Advisor


Lauren Tuttle
Client Service Associate


Rayce graduated from the University of Georgia in May with a degree in Financial Planning. Go Dawgs!



Rayce Foster
Client Service Associate

Brian and his son Mitchell after the University of Virginia Lacrosse program won the NCAA Tournament. National Champions!



Brian Whalen CFP®, CIMA®, AIF®
Principal

Cindy and her family recently moved into their new home, lucky for us she is still close by!



Cindy Casey
Registered Client Associate