New to Gilbert & Cook!
/
PHOTOGRAPHED FROM LEFT TO RIGHT: Lisa McCubbin - Relationship Manager & Jessi Swaim, CFP® - Associate Advisor
We are pleased to announce that Lisa McCubbin and Jessi Swaim have joined our Gilbert & Cook family!
Introducing Lisa McCubbin
In the role of Relationship Manager, Lisa serves as a direct contact for her clients to answer questions, while conducting client specific tasks and assisting the Advisor in helping clients and families achieve their goals.
Prior to joining Gilbert & Cook, Lisa worked in the financial services industry, both managing and supporting long-standing client relationships.
Lisa and her husband, Marc, live in Windsor Heights and enjoy spending time with their grandkids.
Introducing Jessi Swaim, CFP®
As an Associate Advisor, Jessi works alongside the Lead Advisor to help her clients and their families meet their financial goals.
Prior to joining our team, Jessi was a Financial Planner in the Des Moines area and obtained the Certified Financial Planner designation in 2017.
Jessi graduated from the University of South Carolina and played Varsity soccer. Active in her community, Jessi is formerly a Board Member of the National Association of Insurance & Financial Advisors - Iowa.
Jessi and her dog, Jada, live in West Des Moines. In her free time, she enjoys being outdoors, watching sports and spending time with friends.
