Johnna (Jo) Swinford
Client Services Specialist
FPQP®
Professional
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 always been centered on delivering exceptional client service. With her many years of experience serving the public at the DMV, in two different states, Jo developed a deep understanding of how to meet people with patience, efficiency, and empathy—even in high-pressure environments. Known for her meticulous organization, dependable follow-through, and clear communication, she plays a key role in ensuring every client interaction at E-Wealth feels personalized, polished, and deeply supportive.
Jo is proud to serve on a team that believes in empowering clients and delivering white-glove customer service with both competence and compassion.
Certifications
Financial Paraplanner Qualified Professional® (FPQP®)
Education
College for Financial Planning
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. I’m looking forward to deepening my relationship with God, investing more intentional time with my family, and continuing to develop my skills to better serve both my team and our clients.
I’m chasing that ever-elusive perfect work-life balance—ideally with a strong cup of coffee in one hand and grace in the other. At E-Wealth, I’m excited to keep contributing to a team that values people as much as performance. I also see more time for creativity, connection, and honoring the legacy of the incredible people who’ve shaped who I am.
The road ahead looks bright and I’m ready for the ride… both on and off the bike!”
— Jo
Personal
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 also a lifelong movie lover and creative spirit. When she’s not watching a great film (yes, even the spooky ones), she’s likely DIY-ing or crafting something fun with her sister and niece – anything from tumblers to coffee tables. And on those perfect summer Minnesota days, you may find her riding her late mom’s Harley – helmet on of course, playlist queued, soaking up sunshine.
