HOMANS & ASSOCIATES WEALTH MANAGEMENT - Key Persons
Job Titles:
- Owner, Wealth Managment Consultant
A pioneer in our profession, Gloria Homans embarked on a career in the financial planning industry after being inspired to positively affect the lives of others. Her passion for helping families reach financial stability is second only...
Gloria Homans is a pioneer in the financial planning services profession. Gloria embarked on a career in the financial planning industry after being inspired to positively affect the lives of others. Her passion for helping clients reach financial stability is equal to her desire to make each and every client feel special. Demonstrating mastery of financial planning, retirement, and estate planning, as well as insurance and tax preparation, she offers an array of services which are backed by knowledgeable advice and personalized attention.
Gloria started off as an advisor with IDS in 1979. Realizing she could assist clients in a greater capacity Gloria became an independent advisor in 1991, starting Homans and Associates Wealth Management, LLC. Gloria is a Registered Principal and holds FINRA Licenses: 7, 24, 51, 63, and 65.
Gloria has lived in Bedford for over 35 years. She has two beautiful daughters and 5 incredible grandchildren. Having been blessed with a wonderful family, Gloria truly understands the importance of planning for all aspects of life and feels it is a blessing to help her clients do the same. She is sounding board and friend to many of her clients that have experienced a divorce or the loss of a spouse. Gloria has a unique perspective of the changes that life can bring.
Sandy Swaim started to work with Gloria while Gloria was with IDS. She made the transition with Gloria when Gloria started her own practice as Office Manager. Sandy worked while attending the University of North Texas. Staying on until 1998 when she decided to be a stay at home mom.
While raising her 5 children and living in CA, NY, TX, GA, and CT, Sandy has always managed to stay involved in customer care. Volunteering with school and her children's activities have kept her busy, however once her children started college she realized she missed the workplace. Sandy worked in a Pediatrician's office and as a sales associate at a local department store. She decided to return to Texas to pursue a career in the financial planning industry with her parents in which she had grown up in.
Sandy is the Office Manager at Homans and Associates Wealth Management, LLC. She works closely with Gloria to learn every aspect of financial planning and to pursue a career as a financial advisor.