Our Team

Charles Gardner - CFP®

Charles Gardner is a Certified Financial Planner® and Investment Advisor Representative with LPL Financial.

Charles entered the financial services industry in 1988 and received his CFP designation in 1992. Charles spent several years living and traveling in Germany and England as part of his education, and continued that pursuit at the University of Maryland. He served on the Puget Sound Board of the ICFP organization from 1993-1999 from Education Chair to President and Chairman. 

He and his wife Josie are current residents of Bothell, Washington. They enjoy traveling, outdoor activities, boating, fishing and spending time with their dogs, Winston and Bailey.


SwagertyGardner_Headshot_Keith_Final.jpgKeith Swagerty - Operations Manager

Keith Swagerty is a Operations Manager with Swagerty & Gardner Financial Group.

Keith became active in the financial industry in 1980. Before his association with LPL Financial, he was an investment executive for a subsidiary of a major publicly held securities and real estate brokerage firm.

Keith and his wife Jan currently reside in Auburn, Washington. Keith's career spans athletics, business and education. He was a professional basketball player, business manager for The Great Lakes Region of Young Life and served on the faculty of Seattle Pacific University. Keith holds a B.A. from University of the Pacific in Stockton, CA and an M.B.A. from Seattle Pacific University.


SwagertyGardner_Headshot_Kyle_Final.jpgKyle Gardner – CFP®

Kyle Gardner is a Certified Financial Planner® and Investment Advisor Representative with LPL Financial.

Kyle is a graduate of the University of Washington with a Bachelor of the Arts in Business Administration. Kyle began working for Swagerty & Gardner Financial Group in 2011, and became a registered representative in 2013.

Kyle and his wife Jamie currently reside in Redmond, Washington. On most weekends during the fall, you will find Kyle and Jamie cheering on the University of Washington Huskies and the Seattle Seahawks. Kyle finds joy in spending time with family and friends, as well as going on hikes with their dog, Olive.


SwagertyGardner_Headshot_Cathy_Final.jpgCathy Asari-Wada – Office Manager

Cathy joined Swagerty & Gardner Financial Group in 1988. Cathy coordinates our client appreciation outreach, as well as overseeing the compliance and operations functions of our business. She is a graduate of the University of Washington.





SwagertyGardner_Headshot_Garrett_Final.jpgGarrett Felix – Client Service Associate

Garrett joined Swagerty & Gardner Financial Group in April of 2017. Garrett assists with administrative and support functions relating to our clients’ financial plans.  He is a graduate of Northwest University with a Bachelor of Arts in Business Administration.

When he is not in the office, Garrett enjoys reading and is committed to continuous learning. He values his faith and the community that has come with it. Above all, he enjoys spending time with family and friends.




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