Gerry Swienton is the founder of Investment Leadership, LLC. While the term Managing Member is commonly used, Mr. Swienton prefers the designation Managing Partner. He believes clients, owners, and employees need to work together as partners for maximizing success.
Gerry earned the designation of CERTIFIED FINANCIAL PLANNER™ professional over 20 years ago. Financial planning covers many areas.
His area of expertise is primarily with investments and how investments interact with the other areas of one’s financial life. He has held his securities license for over 25 years.
Gerry Swienton serves the community in a leadership capacity. Previous leadership includes former Chair for the City of Lynchburg Planning Commission; Board President of CASA of Central Virginia, Inc.; past Finance Chair for ten years at his church. Gerry has also served on other boards and commissions. He is also a Certified High School Basketball Coach and has coached at the varsity level.
Gerry has one son who is in college and has been married to his wife for over 20 years. Together they share the joy of two dogs.
The Community and Personal roles provide the experience in helping clients literally from planning for college education at birth to being there when one is handling the estate of a loved one.
Investment Leadership, LLC
14805 Forest Road, Suite 226
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