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SFG Wealth Management Names Two Partners
Christina Horchar and Bill Swartz will be key players as SFG continues to expand and grow the organization.
SFG Wealth Management, a comprehensive financial services firm offering retirement, education and estate planning as well as portfolio management and corporate benefits, announced today that it has named Christina Horchar and Bill Swartz partners in the firm.
Both Horchar and Swartz will be key players as SFG continues to expand and grow the organization.
“We are turning an exciting new chapter with Christina and Bill in partnership roles at SFG,” said Larry Leitch, CEO and founder of the firm. “They are extraordinarily talented individuals who will help provide the foundation for SFG as it continues to evolve and grow.”
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SFG Wealth Management oversees $750 million in assets under management with 20 team members including 12 financial advisors. Last year, the firm relocated to its new headquarters building at 1104 Kenilworth Drive in Towson.
Horchar joined SFG in 2013 and held a number of positions within the firm. She started as a client service associate and last year was named Chief Operating Officer overseeing SFG’s daily operations.
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“Christina has worked in a variety of positions and has excelled at all of them,” Leitch said. “She is extraordinary at her work and has a big picture view of what is best for the firm.”
Horchar attended the University of Maryland, Baltimore County where she received a Bachelor of Arts in American Studies.
A 25-year veteran of the financial services industry, Swartz joined SFG in 2017 as a financial advisor. Prior to SFG, he was the Divisional Sales Manager for a national insurance company overseeing about $1 billion in annual annuity sales.
“Bill has a depth of experience that brings a fresh perspective to money management,” Leitch said. “He spent 20 years as a wholesaler and has been able to translate that experience into success as a financial planner.”
Swartz holds undergraduate degrees in economics and public policy from The College of William and Mary and a Master’s in Finance from Loyola University in Baltimore, Md. Swartz is a Certified Financial Planner ™ professional and a Certified Kingdom Advisor®.