Zach Swaffer, CFP®
Client Service Manager
Department: Client Service
Zach Swaffer is a Client Services Manager focused on building long-term relationships and helping clients navigate their financial lives with clarity and confidence. He works closely with clients to support financial planning, portfolio analysis, and ongoing strategy implementation.
Zach was part of Brown & Company—a Denver-based wealth management firm serving clients across the country—before joining Modern Wealth Management in April 2026. He joined the team in 2021 after beginning his career at Trilogy Financial, where he earned his CFP® designation and developed experience in financial planning and investment analysis while building and managing his own client relationships. He also completed the Credit Analyst Leadership Development Program with Chemical Bank.
Zach earned his Bachelor of Arts in Financial Management from Hillsdale College, where he was a member of the football team.