DJ Swatzell | CFP®

DJ Swatzell

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.