story

Work Ethic


Days are typically filled with client visits, medical appointments, calls with providers and social workers, going to banks, court, etc. That leaves the planning, reporting, accounting, emails, and other desk work for the evenings and weekends.  Add to that the emergency room visits and other crisis management.  A fiduciary must work smart, work hard, and always be available.

what matters most

Swanson Fiduciary Services is owned and operated by Gregg T. Swanson.  Occasionally we contract with other professionals to provide certain services, but there are no other employees or full-time contractors.  Gregg prefers it that way because it keeps him close to his clients and allows him to spend his time doing what matters most to him.  


After a successful 17-year corporate career, Gregg chose to leave the corner office to own and operate his own businesses.  That range of experience – from corporate executive managing multi-million dollar assets and budgets to small business owner – has provided broad exposure to business, legal, financial and people issues that are relevant to a professional fiduciary.  In addition, as a Christian and leader in his protestant church for over 20 years, Gregg provides very personal help to people in need. 

While divesting his businesses, personal experiences led Gregg to see firsthand the growing needs of the elderly and disabled.  He began the process in 2013 to become a Certified Professional Guardian Conservator.  The Washington State Supreme Court certified Gregg on July 7, 2014 and he was honored to be asked to serve as the Public Guardian for Clark County from 2017 to 2019,


Seeing the growing needs of older Americans, Gregg has continued to expand his services, including becoming a Certified Fraud Examiner in 2024.


Certificate in Guardianship

University of Washington, Seattle, 2014

Certified Fraud Examiner

Association of Certified Fraud Examiners, 2024

Bachelor of Science

University of Illinois, Urbana, 1983

experience

Broad Experience

 

The range of client needs is as varied as life itself.  A single day can range from consulting with investment advisors to preparing accountings for court filings to intimate conversations with a client about health issues to programming a client's remote to work with their TV.  A fiduciary who has a broad range of professional and life experiences including legal, health, financial, communication, home ownership, parenting and relationships, etc. will find that all of them are needed to serve clients.

"I feel that everything - education, work, family, church, and life experience -  has been preparing me for this work.  In addition, I love that as a fiduciary I can see how the hard work I put in makes a positive difference in the lives of others.  As a Christian, I see this work as not just a way to make a living, but as a way to show the compassion of Jesus Christ to people."  

Gregg T. Swanson

Continuing Education

12 credits required annually since 2014

education

Even-Temperment


The combination of a lot of responsibilities, difficult situations and differences of opinion by those providing input to the fiduciary can be stressful.  Humbly receiving all input, carefully processing it, and acting  with sensitivity and gentleness produce the best results.  

Integrity


Being honest and having strong moral principles is a must.  Clients are often vulnerable people due to health issues or disabilities and they and their loved ones need to be able to rely on someone who speaks truth and does the right thing no matter what.  

Current

  • Swanson Fiduciary Services - since 2014 offering guardianship and conservatorship, attorney-in-fact, estate and trust administration services.
  • Public Guardian for Clark County - served from 7/1/2017 to 6/30/2019


Small Business

  • Heritage Hotels - operated a 3 hotel hospitality company for 5 years
  • Ship Shop - owned and operated a retail business for 5 years
  • Cogent Marketing Information - owned and operated consulting business for 3 years
    ​

Corporate

  • KinderCare Learning Centers (Portland, OR) - directed corporate marketing for 6 years
  • Red Lion Hotels (Vancouver, WA) - directed corporate marketing infor-mation for 3 years
  • American Airlines (Dallas, TX) - dev-eloped and managed corporate mar-keting analytics for 6 years
  • Harris Corporation (Melbourne, FL) - information systems sales for 2 years


Master of Business Administration

University of Texas, Austin. 1988