DJ Swatzell is the Chief Compliance Officer and Chief Operations Officer. He joined our team on a full time basis at the
beginning of 2007. DJ received his Bachelors of Business Administration with a
concentration in Corporate Finance and Investments from East Tennessee State
University in 2005 graduating cum laude. He completed the TVA applied portfolio
course at ETSU, which is a course in security analysis and portfolio
management.
DJ obtained his CERTIFIED
FINANCIAL PLANNER™ designation in 2011. He also is licensed in life and health
insurance.
DJ and his wife Eva have
four children Jacob, Ivy, Isaiah and Elam. He loves to play golf and go for long
runs. He is a member of Heritage Baptist Church in Johnson City. DJ was recognized in the Tri-Cities Business Journal's 40 under Forty in 2017. DJ previously served on the Southern Appalachian Ronald McDonald House Board. He has extended an invite to all of our
clients for a friendly round of golf.