The Company

Advisor First LLC owns and operates Swivel.
We develop and provide solutions and services to support financial professionals in helping clients reach their goals.


Our co-founders Matt Walker, CEO, and Ron Sloop, CTO, bring 20+ years of extensive knowledge and experience from the financial services, insurance, and software technology industries combined. Our primary focus is to deliver solutions and services that provide the support financial professionals need to grow their business and help their clients.


We strive to help the financial services industry connect with people to live well and retire with confidence. Our mission is to create and continue to evolve an operating system which provides financial professionals the ability to become truly efficient in the operation and growth of their business.

Our Location

Advisor First, LLC
10820 Shawnee Mission Pkwy, Suite 301
Shawnee, KS 66203