Founder / Financial Advisor

“There is a difference in saving for retirement and managing your savings through retirement,” says David. “This is the distribution phase of life where you rely on what you have saved.”

David is a financial professional who can offer investment and insurance products and services. He has passed the Series 65 securities exam and holds life, health, and variable annuities licenses. He is a Fellow of the National Tax Practice Institute and the American Academy of Financial Management. David is a designated Certified Divorce Financial Analyst and a Registered Financial Consultant. He earned his MBA from Auburn University and graduated from the Florida Bankers Association Graduate Trust School.

Away from the office, David loves spending time with his wife, Michelle, their two children, Taylor and Trip, and their menagerie of pets, which includes two dogs, a cat and a horse. He also enjoys spending time at the beach, hunting, and volunteering for the Sebring Redevelopment Agency and the Highlands County YMCA.

Founder / Financial Advisor

After earning his BS from Florida State University, Will Swaine entered law enforcement and worked for many years as a police detective but eventually realized that his true passion was helping people invest and save for retirement and transitioned to a career in the financial services industry.

After gaining experience at Edward Jones and Smith Barney, he co-founded Platinum Financial Partners in 2009, specializing in optimizing retirement benefits for Florida Retirement System participants. He holds a series 65 securities license as well as licenses in life, health, and annuities. He also holds designations as a Certified Divorce Financial Analyst and an Enrolled Agent licensed to practice before the IRS. Will brings extensive expertise to meet his clients’ needs.

Outside of work, Will prioritizes family time with his wife, Nikki, and their four daughters, spending time on the lake, at the beach and in the mountains. He’s committed to community service, as he volunteers on various nonprofit boards and continues to serve as a part-time police officer for the Sebring Police Department.

Will Swaine is more than just any financial expert. He’s committed, for over 20 years as a trusted advisor, to helping his clients make informed decisions about their financial future and optimizing their retirement benefits.