Meet Our Team
Mitzi Swaffar, CFP®, President and Owner
Mitzi brings over 20 years of financial services experience to her practice, including serving clients through four branches of a local bank. In 2009, she took the next step in her career by establishing her own financial practice, MS Financial Resources, Inc.
Committed to providing a high level of knowledge and guidance for her clients, Mitzi earned the CERTIFIED FINANCIAL PLANNER™ certification. The CFP® designation reflects her commitment to comprehensive financial planning and helping clients make informed decisions about their financial lives.
One of the most rewarding parts of Mitzi’s career has been the meaningful, long-term relationships with her clients stretching across generations. While their financial well-being is her primary focus, Mitzi believes it starts with truly knowing the people she serves—their families, goals, concerns, and what matters most to them.
With the support of her team and additional resources, Mitzi can devote much of her time to working directly with clients through ongoing reviews, financial planning, and educational opportunities. As she often says, “The last thing I want to be is an advisor that you, as a client, never hear from.”
A Kansas City native and graduate of the University of Kansas, Mitzi is also an avid Jayhawk and Chiefs fan. Outside of the office, she enjoys spending time with her daughter, Emma, family, and friends. She also enjoys reading, hiking, working out, and spending time outdoors.
Angelica Halls, Client Relations Manager
During my time with MS Financial Resources, I have developed a profound interest in the health and well-being of those preparing for and living in retirement. I’ve come to appreciate that retirement is about so much more than finances—it’s about having the confidence and freedom to enjoy the life you’ve worked hard to build. I value the relationships we develop with our clients and take pride in being someone they know they can turn to for help, answers, and a friendly, familiar face.
As Client Relations Manager, I help create a welcoming and positive experience for the clients we serve. From coordinating educational workshops and client events to providing essential support behind the scenes, I enjoy helping our team stay connected with our clients and ensuring they feel cared for throughout their relationship with MS Financial Resources.
My husband—my high school sweetheart—and I are now enjoying a new chapter of our own as empty nesters. We are incredibly proud of our two grown sons: one is a graduate of the University of Kansas, and the other is pursuing a degree in engineering at Purdue University. With our boys out of the house, my husband and I enjoy spending time outdoors and seeking out new adventures together. Whether we’re cruising to a new destination, traveling in our RV, or simply enjoying the outdoors, we’re always looking forward to wherever the next adventure takes us.
Although I have called Overland Park home since 2010, I’ll always be proud of my Denver roots and remain a devoted Broncos fan. Over the years, I’ve also happily added the Royals and Sporting KC to the teams our family loves to cheer on.
(913) 529-2304
Address: 7400 W 130th Street, Suite #100 Overland Park, KS 66213
MS Financial Resources is a division of Midwest Financial Group LLC an SEC registered investment adviser.
As a registered investment adviser, we are now required to provide clients a new Client Relationship Summary document knows as “Form CRS”. This new form, which is available here, is the third part of our Form ADV investment adviser registration statement, so it is also referred to at times as “Form ADV Part 3”.
The purpose of the form is to provide clients with clear and succinct information regarding key aspects of investment advisory and brokerage relationships. The new form includes summarized information about services we provide, fees we charge, how our advisors are compensated, industry practices, etc. It also references where you can find additional information in our Form ADV Part 2 Disclosure Brochure, which we can provide you at any time free of charge, is posted at the website indicated on the Client Relationship Summary or you can access the SEC’s Investment Adviser Public Disclosure (IAPD) system at www.adviserinfo.sec.gov.
We appreciate the opportunity to serve you and welcome any questions you have about our firm or about your account.