Broker Check

About Us

Paula C. Swain, CFP®

Financial Consultant

(734) 738-6300

(734) 237-3959

paula.swain@lpl.com

Paula Swain is a Retirement Specialist dedicated to helping her clients achieve a successful retirement. She specializes in retirement income strategies and distribution planning, which seeks to help her clients preserve their capital,...

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Support services offered through America Group

Randy Malloy

Randy Malloy

Para Planner

Tod Phillips

Tod R. Phillips, CLU, ChFC

Chief Compliance Officer

Daniel Lone

Daniel Lone

Information Technology Systems Administrator

America Group Retirement Strategy Centers is a separate entity from LPL Financial, and its associates are separate from Swain Financial.