Susan Swartz

Susan Swartz has built her career on a foundation of dedication, integrity, and a genuine care for the people she serves. With over 12 years of experience with Lincoln Investment, she takes pride in helping clients feel confident and supported as they plan for their futures.

Susan believes that financial planning is about more than numbers—it’s about understanding each client’s story, their goals, and the life they envision for themselves and their families. She is known for her patience, attention to detail, and her ability to make clients feel at ease throughout the planning process.

A long-time member of the community, Susan values the relationships she has built both personally and professionally. She enjoys spending time with her family, babysitting her grandson, staying active, and connecting with friends.

• Over 12 years of experience in financial services
• Known for her patience and attention to detail
• Enjoys exercise, and spending time with her family and friends