Steven E. Sweigert
Chartered Retirement Planning Counselor
Steven E. Sweigert
Chartered Retirement Planning Counselor
Investment Advisor Representative
Registered Representative
"Nobody cares how much you know, until they know how much you care." -Theodore Roosevelt
With over a decade of experience, Steven Sweigert has guided clients in all stages of their financial lives. Steven has specialized in developing financial and investment plans for well-established, as well as new investors, answering questions and providing solutions for pre-retirees, as well as client’s post-retirement.
Steven has partnered with Mitchell and Hastings so he can focus on delivering the best possible independent investment solutions to his clients. He believes in integrity, trust, and patience to properly develop the right financial plan for his clients.
Given Steven's extensive background with banking and accounting firms, he works seamlessly with CPAs, bankers, and attorneys to properly give clients a holistic and coordinated approach to their financial plans.
Steven is a graduate of Bloomsburg University, where he earned a B.S. degree in Economics. He has also earned the Chartered Retirement Planning Counselor designation and is completing his Certified Financial Planner course of study through the College for Financial Planning. He is a Registered Representative and Investment Advisor Representative with Cambridge Investment Research, Inc.
A believer in "giving back" to his community, Steven is the current Chair of the Board of Directors for the Ocean Pines Chamber of Commerce, and also serves on the Board of Trustees for Atlantic General Hospital, in Berlin, MD.