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(937) 938-9610

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

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 20 years. Throughout the late nineties, she taught continuing education for CERTIFIED FINANCIAL PLANNERSTM and provided...

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Matt Meyer

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...
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Sarah Meyer-Kerg

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...

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Dawn McGlone

Dawn McGlone

Client Concierge

937-938-9610

937-938-9609

dawn@columbiafinancialinc.com

Dawn McGlone joined the Columbia Financial family as Client Concierge in late 2019. She looks forward to developing platinum level service programs and getting to know each family we serve. Before her career as a licensed Realtor, Dawn...

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Drew Mackay

Drew Mackay

Wealth Management Assistant

937-938-9610

937-938-9609

drew@columbiafinancialinc.com

Drew Mackay comes to Columbia Financial as a Wealth Management Assistant with a Bachelor’s in Financial Services from Wright State University.  He credits his mentors at the Raj Soin College of Business with helping him find...

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