Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Hannah Swigert, RFC®

President, Financial Planner

937-938-9610

937-938-9609

hannah@columbiafinancialinc.com

Hannah E. Swigert, President and founder of Columbia Financial, has been in the financial planning industry for 30 years. Throughout the late nineties, she taught continuing education for CERTIFIED FINANCIAL PLANNERS^TM and provided...

Matthew Meyer, RFC®

Partner, Financial Advisor

937-938-9610

937-938-9609

matt@columbiafinancialinc.com

Matthew J. Meyer is a Managing Partner of Columbia Financial, Inc. He graduated from the University of Dayton with a Bachelor’s degree in Business Administration, with a major in Finance and a minor in Entrepreneurship. His most...

Sarah Meyer-Kerg

Director of Operations

937-938-9610

937-938-9609

sarah@columbiafinancialinc.com

Sarah Meyer-Kerg joined Columbia Financial in 2012 as Director of Operations. Sarah holds a Masters and a Bachelor’s degree in Business Administration from the University of Dayton. Prior to coming to Columbia, Sarah was employed...

Korrie Peterson

Client Concierge

(937) 938-9610

(937) 938-9609

korrie@columbiafinancialinc.com

Korrie Peterson is the most recent addition to the Columbia Financial team, joining November 2024. Korrie brings a diverse set of skills developed over 10+ years in the fields of construction management and healthcare analytics. Korrie...

Riley the Office Pup

Riley is our four-legged team member and undisputed MVP (Most Valuable Pup). As Chief Happiness Officer, Riley specializes in boosting morale, providing stress relief, and reminding everyone to take regular walk breaks. With a...

Have a Question?

Name

Address

Question

Thank you!

Oops!