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Emily Swerdlow, CFP®, CDFA®

Partner
Senior Wealth Manager

I’ve spent my entire career at HFS, and what keeps me here is the way we go beyond the one-and-done approach so common in this industry. We’re always looking for new ways to support our clients, and for me, the most rewarding part is the deep, lasting relationships that grow from that. Many of my clients tell me, when facing a critical financial decision, “I need to call The Team first.” Being trusted as that essential partner in some of life’s biggest decisions is both a privilege and a blessing.

When I’m not working with clients, you’ll probably find me chasing a high score on Galaga, looking for my next adventure, or spending time with family. I grew up in a small Texas town and later earned both my bachelor’s and master’s degrees in Personal Financial Planning from Texas Tech. These experiences shaped both who I am and the work I love to do.