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About Us

SWBC is an international financial services company, providing products and services to help businesses, families, and financial institutions meet some of their most critical goals. SWBC has employees across the U.S. We are licensed to market and service a variety of financial products in all 50 states, and our products are offered through several wholly owned subsidiary corporations.


Photo: SWBC President & Co-Founder Gary Dudley | SWBC Chairman and Co-Founder Charlie Amato

Rep/Contact Info

Mr. Jonathan Amato G.B.A.
VP Sales, Employee Benefits Consulting
Mr. Brian J Badillo
Creative Director
Ms. Joan H Cleveland
Ms. Taylor Cunningham
Employee Benefits Executive
Mr. Jeff Gibson
Sr. Sales Executive
Ms. Yesennia Gonzales-Reyes
AVP Training &Employee Development
Mr. Andrew J Grove
EVP of Sales & Market Development/Employee Benefits Consulting
Mr. Michael Gugliotti
Senior Sales Executive
Mr. Greg Hermanson
Steven Hutson
Business Development Consultant
Mr. Jeffrey Julig
SVP Chief Information Security Office
Mrs. Debbie Marino
SVP Corporate Relations
Ms. Nikki McNish
SWBC Ad Valorem Business Development Specialist
Mr. Jason N O'Brien
SVP of Payments
Mr. Norman Paul
Ms. Lisa D Pinto
Vice Pres PR & Corp Communications
Kim Pollok
SVP Operations PEO
Mr. Connor Roy
Employee Benefits Executive
Ms. Amanda 'Mandy' B Smith
Senior Vice Pres Training & Emp Dev
Mr. Mark E. Travis
Senior Financial Advisor
Ms. Julie Truss
SWBC Legal, Assistant General Counsel
Ms. Melissa Webb
Art Director