Client Services Specialist
Johnna (Jo) Swinford
FPQP® professional keeping every client interaction personalized and polished.
Professional
Precision, follow-through, and a steady hand.
Jo brings over a decade of customer service experience and a deep commitment to precision and professionalism to her role at E-Wealth Partners. She holds dual credentials as a Certified Public Manager from Florida State University and a Financial Paraplanner Qualified Professional (FPQP) from the College for Financial Planning.
Her career has centered on delivering exceptional client service. Years of serving the public at the DMV in two different states taught her how to meet people with patience, efficiency, and empathy, even in high-pressure environments.
Known for meticulous organization, dependable follow-through, and clear communication, she plays a key role in making every client interaction at E-Wealth feel personalized, polished, and supportive. Jo is proud to serve on a team that puts clients first and delivers thoughtful, attentive service with both competence and compassion.
Certifications
- Financial Paraplanner Qualified Professional® (FPQP®)
- Certified Public Manager
Education
- College for Financial Planning, FPQP®
- Florida State University, Certified Public Manager
Personal
Family, service, and summer rides.
Jo is a proud wife of a U.S. Army veteran. She served as President of the American Legion Auxiliary in Florida, where she loved connecting with women who shared a strong sense of purpose, and a good karaoke night.
She is a lifelong movie lover and creative spirit. When she is not watching films, she enjoys DIY projects and crafting with her sister and niece, plus karaoke nights. On Minnesota summer days, she rides her late mother's Harley.
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Life outside the office
Looking ahead
"The next ten years I see a whole lot of growth; spiritually, professionally, and (with any luck) in my ability to keep garden alive."
Jo
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