Jeff Swaim served as President and co-founder of Falcon Financial Advisors. Since joining the firm in 2008 alongside his father, Jeff played a pivotal role in shaping Falcon’s strategic direction, operational foundation, and commitment to client service. A graduate of Western Kentucky University, he brought a strong background in communication and finance to both firm leadership and client relationships.
In August 2025, Falcon Financial Advisors proudly joined Keystone Financial Group. Rooted in shared values and a long-term vision, this transition expanded the firm’s ability to serve clients with deeper resources and broader support.
Jeff believes that while technical expertise is essential, meaningful financial guidance begins with understanding each client’s unique goals, values, and priorities. Jeff now advises in partnership with Sean Melican, a long-time advisor at Keystone.
Outside of work, Jeff enjoys spending time with his wife and two children, exploring the outdoors, and traveling when time allows.