Douglas F. Brymer
President │ Wealth Advisor
Douglas Brymer is a wealth advisor and President of Round Hill Wealth Management, a full service, independent investment management firm dedicated to helping enrich the lives of individuals, families and business owners at every stage of life. He brings more than 20 years of financial services experience in helping clients address their financial challenges and prepare for the financial future they desire.
Doug places great emphasis on the importance and well-being of family, in his own life and the lives of his clients. He views his clients as an extension of his own family and is a firm believer in taking the time to get to know and understand each client, their family dynamics and their goals before developing strategies that seek to help protect and grow their wealth. He embraces a disciplined, conservative approach to investing with a focus on tactical asset allocation and developing investment strategies designed with a goal of long-term growth potential while at the same time minimizing risk.
He places a high priority on educating his clients, taking complex concepts and simplifying them to ensure clarity in understanding the strategies he recommends and methodology being used in determining asset allocations and portfolio construction. Doug understands the important roles of psychology and risk tolerance as it pertains to each individual investor, and fiercely opposes the over-use of historical “theory” and generalization within the financial services industry today.
Doug earned a Bachelor of Science degree in Finance from the University of Massachusetts at Dartmouth, and holds two Masters degrees - including an MBA with a concentration in Finance from The Florida State University. He played baseball while at UMASS Dartmouth and later served as a Graduate Assistant with the Florida State Baseball team. His athletic prowess (or lack thereof) is now confined to a fledgling golf game squeezed into any time left over from family and staying on top of the increasingly complex financial markets.
Doug and his wife Lauren live in Naperville and have two children, Reagan and Logan, who are their absolute pride and joy. Having grown up on the coast of southeastern Massachusetts, Doug grew to love everything about the ocean, and tries to get the kids there whenever possible so they may grow to have the same appreciation for it. In fact, the firm’s name comes from “Round Hill” beach where Doug spent his summers growing up in North Dartmouth, MA.
David L. Swanson
Principal │ Wealth Advisor
Dave Swanson is a Principal and wealth advisor at Round Hill Wealth Management. He joined the firm upon its inception in 2013, bringing 14 years of financial services industry experience.
Dave believes that helping clients pursue their goals in today’s financial and economic environment requires a deliberate, thoughtful and comprehensive approach to financial and investment planning. He takes pride in his ability to listen and develop customized strategies aligned with each client’s individual goals and values. Dave’s investment philosophy centers around the belief that detailed financial planning should lead to investment selection, and not the other way around.
Dave earned a Bachelor of Science degree in Business Administration with a concentration in Finance from St. Norbert College in Wisconsin. In addition to his background with financial planning and investment selection, Dave offers clients an extensive knowledge of strategies designed with the goal to help meet insurance needs as well as saving for education expenses.
A die-hard Cubs fan, Dave grew up and currently lives in Chicago. His brothers and two nephews also live in the Chicagoland area, and Dave loves spending as much time as he can with them and their families. Dave also enjoys travel and golf as time allows – as long as neither interfere with his Cubs games.