Swisher & Walker Financial Group

About Us

Michael Swisher, EA

Michael, (Mike) a Wisconsin native, graduated from the University of Wisconsin at Oshkosh while Richard Nixon was president. Mike has been preparing tax returns and consulting with individuals and small businesses for 28 years.

An enrolled agent (enrolled to practice before the IRS) since 1978, Mike has represented numerous clients in audit, appeals, offer-in-compromise, and collection proceedings over his lengthy career. Mike has also been licensed to sell investment products since 1984. Since his beginning in 1978 Mike has completed more than 1000 hours of continuing education. An investor since the Dow Jones Industrial Average was a mere 900, Mike has experienced the peaks and valleys of investing, and really understands what it means to commit to a long-term investment plan.

Mike has been married to his high school sweetheart, Laurenda Hull Swisher, for 33 years (how about that!), and is the proud father of Daniel and Laura Swisher, ages 28 and 24. An avid golfer for the past 36 years, Mike also enjoys hiking, skiing, camping, and driving on the back roads of Illinois and Wisconsin in his red 1973 Corvette Stingray convertible.

David Walker, CFP, EA

David has been in the Financial Services business since 1989 just after graduating from the University of Illinois with a BA degree in Economics and Finance. In 1992, David received his professional designation of Certified Financial Planner in Denver. Subsequent to this achievement, David became an Enrolled Agent in 2007.

David's practice has centered on income tax preparation in conjunction with investment/financial planning. This combination of expertise is appealing due to the fact that income tax planning is an integral component of the financial planning process. David has prepared over 7,000 returns in his career and is quite proficient in advising on tax matters that apply to most everyone.

David's latest endeavor has been specialization in Retirement Income Planning. He has recognized the immense need for working with clients to develop a life income plan. Life income planning focuses less on accumulating wealth and more on making it last through retirement, taking into consideration all income streams (social security, pensions, investment income), assets, inflation risk, investment risk and tax exposure. David posses the knowledge and the tools to help clients make intelligent decisions and to plan for income for life.

Steven Glasson, CFP

Prior to beginning his career in financial services, Steve attended the University of Illinois at Urbana-Champaign where he obtained a B.A. degree with a concentration in Economics and Finance. Steve also had the privilege of playing football for the Fighting Illini from 1986-89, and was fortunate to end a successful career as a linebacker and co-captain on a team that finished #10 in the AP and UPI 1989 national rankings.

Since becoming a Certified Financial Planner in 1993, Steve has been able to establish and maintain an extensive network of professional relationships within the financial community. Prior to joining Swisher & Walker Financial Group in 2006, he ran his own financial company, SCG Associates, Inc. for three years. He was part owner of a separate financial planning company from 2000-02, and prior to that he spent 5 years working as a financial adviser for both Re-Direct Services, Inc & Re-Direct Securities Corporation in Villa Park, IL.

Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc., David C. Walker, Representative. Swisher & Walker Financial Group and Securities America are unaffiliated.


	About Us Michael Swisher, EA Michael, (Mike) a Wisconsin native, graduated from the University of Wisconsin at Oshkosh while Richard Nixon was president. Mike has been preparing tax returns and consulting with individuals and small businesses for 28 years. An enrolled agent (enrolled to practice before the IRS) since 1978, Mike has represented numerous clients in audit, appeals, offer-in-compromise, and collection proceedings over his lengthy career. Mike has also been licensed to sell investment products since 1984. Since his beginning in 1978 Mike has completed more than 1000 hours of continuing education. An investor since the Dow Jones Industrial Average was a mere 900, Mike has experienced the peaks and valleys of investing, and really understands what it means to commit to a long-term investment plan. Mike has been married to his high school sweetheart, Laurenda Hull Swisher, for 33 years (how about that!), and is the proud father of Daniel and Laura Swisher, ages 28 and 24. An avid golfer for the past 36 years, Mike also enjoys hiking, skiing, camping, and driving on the back roads of Illinois and Wisconsin in his red 1973 Corvette Stingray convertible. David Walker, CFP, EA David has been in the Financial Services business since 1989 just after graduating from the University of Illinois with a BA degree in Economics and Finance. In 1992, David received his professional designation of Certified Financial Planner in Denver. Subsequent to this achievement, David became an Enrolled Agent in 2007. David's practice has centered on income tax preparation in conjunction with investment/financial planning. This combination of expertise is appealing due to the fact that income tax planning is an integral component of the financial planning process. David has prepared over 7,000 returns in his career and is quite proficient in advising on tax matters that apply to most everyone. David's latest endeavor has been specialization in Retirement Income Planning. He has recognized the immense need for working with clients to develop a life income plan. Life income planning focuses less on accumulating wealth and more on making it last through retirement, taking into consideration all income streams (social security, pensions, investment income), assets, inflation risk, investment risk and tax exposure. David posses the knowledge and the tools to help clients make intelligent decisions and to plan for income for life. Steven Glasson, CFP Prior to beginning his career in financial services, Steve attended the University of Illinois at Urbana-Champaign where he obtained a B.A. degree with a concentration in Economics and Finance. Steve also had the privilege of playing football for the Fighting Illini from 1986-89, and was fortunate to end a successful career as a linebacker and co-captain on a team that finished #10 in the AP and UPI 1989 national rankings. Since becoming a Certified Financial Planner in 1993, Steve has been able to establish and maintain an extensive network of professional relationships within the financial community. Prior to joining Swisher & Walker Financial Group in 2006, he ran his own financial company, SCG Associates, Inc. for three years. He was part owner of a separate financial planning company from 2000-02, and prior to that he spent 5 years working as a financial adviser for both Re-Direct Services, Inc & Re-Direct Securities Corporation in Villa Park, IL. Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc., David C. Walker, Representative. Swisher & Walker Financial Group and Securities America are unaffiliated.