Murrell Winter is the owner of SWAN Retirement Strategies. In his role, he oversees his clients’ investments, assists in investment transactions, communicates with clients to discover their retirement dreams, and helps create short-term and long-term goals in making their dreams into reality.

Murrell also plays a role in our institutional advisory services. He helps business owners manage company-wide retirement plans, facilitate company-wide meetings, and serve each employee on the individual level.

Murrell has earned a bachelor’s degree in finance from Palm Beach Atlantic University and a master’s degree in finance from The University of Tampa. He is married to his high school sweetheart, Kayla, and they live in Sarasota, Florida.

Stephanie began her career in the financial services industry in 1992 with Prudential Insurance, where she obtained her Series 6 and Life Insurance licenses. She graduated in 1994 with a Bachelor of Business Administration in finance and economics. She specializes in assisting Registered Investment Advisors with their back-office operations and marketing. She has a lot of experience working in the financial industry.

Stephanie is an Ohio native and has been married to her husband, David, since 1995. They have three children, Kaelyn (29), Haleigh (19), and Gabriel (14). She enjoys camping with her family, quilting and embroidery, and reading.

Missy Eberz brings energy, organization, and positivity to everything she does. She has worked in the financial industry since 2007 and enjoys building meaningful relationships with the clients she serves. Originally from Buffalo, New York, she’s a proud Buffalo Bills fan who still loves all things Buffalo. Known for her upbeat personality and dedication to helping others, Missy enjoys supporting clients and keeping everything running smoothly.

Lauren has experience in the financial services industry, supporting clients with onboarding, operational support, and administrative tasks. She began her career in personal training, where she developed a passion for helping others achieve their goals – a passion that continues to guide her work today. Her husband serves in the U.S. Navy. She has a 9-pound Maltipoo, “Dumbbell”. She enjoys powerlifting, outdoor activities, and traveling in her free time.