Student-Athlete
U.S. Air Force Academy, Division II college basketball, and a business degree and MBA from Texas A&M International University.
About Christopher
Work directly with Christopher Swan, CFP®, MBA.
I founded Retire With Swan to help households make connected retirement decisions with clear assumptions, visible tradeoffs, and a written plan they can use.
- Financial advice since 2013
- Founder since 2020
- CFP® professional · MBA
- Northlake, Texas
Professional path
Experience behind the work.
My path spans competition, leadership, financial advice, and building an independent firm.
Leadership
AT&T Leadership Development Program.
Financial Advice
Financial-advice and client-service roles at Edward Jones, Merrill Lynch, and Charles Schwab.
Founder
Founded Swan Capital Group, LLC, dba Retire With Swan, and personally leads each client relationship.
How it shows up in the work
Good advice should survive the meeting.
The Blueprint keeps the assumptions, tradeoffs, household rules, and next actions visible—so the plan can be understood, questioned, and revisited.
Frame the decision.
Clarify what is changing, who is affected, and what the plan needs to support.
Test the tradeoffs.
Model the connected effects across income, taxes, healthcare, investments, and legacy.
Write the rule.
Record the decision, the trigger for change, the next action, and the review cadence.
Retire With Swan provides flat-fee retirement planning. The firm and its supervised persons do not receive compensation from product sales. See how I’m paid.
Azzie Mitchell
Education was worth the sacrifice.
What he gave us
Sacrifice for the next generation
What I hope to pass on
Preparation and shared understanding
A personal influence
What I received—and what I carry forward.
My grandfather, Azzie Mitchell, raised my twin brother and me from the time we were three. Even while living on a fixed income, he made our education a priority.
His example taught me to think beyond the person in front of me: what are we building, who may one day need to carry it, and what should be made clear now?
Family & faith
Northlake is home.
I live here with my wife, Dakota, and our five sons.
This is where we are raising our family, participating in our sons’ school community, and building the firm.
My Christian faith shapes how I approach stewardship, service, candor, and responsibility.
See whether working together makes sense.
The Swan Fit process starts with four quick questions and leads to the next step that fits.
Start the fit check