Our Leadership


WMS Financial Planners, Inc. is a Family Firm focused on providing Independent Financial Planning services. Our practice has extended beyond two generations as our family philosophy is the base upon which we focus upon helping your family. 

Our Executive Team consists of the following:

William M. Swayne II - CEO

Candace K. Swayne - President

William M. Swayne III - Director of Investments

For more detailed information about each Executive, click their name above to be directed to their independent summary page.