Mitzi Swaffar, CFP®, President and Owner
Mitzi brings over 15 years of financial services experience to her practice and served part of her tenure in four branches of a local bank. After an enriching tenure with the bank, Mitzi built her own financial practice, MS Financial Resources. With only 31% of all Financial Professionals being women, Mitzi desired to set herself apart even more by obtaining her CFP® certification. This is the most recognized designation in the industry for personal financial planning- only 17% of all financial advisors in the industry hold this distinction.
Mitzi has had the pleasure of developing meaningful, long-term relationships with her clients over the years. While their financial matters are her paramount concern, Mitzi takes the time to get to know her clients as individuals, even friends. With additional resources and staff support, Mitzi is able to focus her time and attention on serving the needs of existing clients with on-going reviews and informational workshops. “The last thing I want to be is an advisor that you (as a client) never hear from.”
Mitzi is a Kansas City native and, having graduated from the University of Kansas, she is also an avid Jayhawk fan. She is very close to her family and proudly displays their photos throughout her office. Her hobbies include running, reading, and spending time outdoors.
Angelica Halls, Client Relations Manager
As the proud mother of two growing boys and married to my high school sweetheart, I appreciate and understand the demands of family life. I feel a true commitment to helping people get the answers they need and having someone to turn to when it matters most. I hope to help Mitzi in servicing her clients in their financial health. From planning and coordinating our educational workshops to providing critical back-office support for Mitzi, I am eager to create a pleasant experience for the clients we serve.
I moved to Overland Park in 2010 and I appreciate the city more each year. I will always be proud of my Denver roots as well as my beloved Broncos, but I have become an avid supporter of the Royals and Sporting KC with my family. I have had the amazing opportunity to volunteer a great deal with my son’s schools and the Boy Scouts of America as well as other causes near and dear to my heart.