Kathleen Adams, CFP^® CPWA^® RMA^® is a founding partner of Second 50 Financial. As a financial planner for over 20 years, she is in the lifestyle preservation business. She and her team have developed a unique process in order to address the expanded needs of successful business owners who are enjoying a wonderful lifestyle and require a different kind of financial plan.

Kathleen has a Bachelor of Science degree from Loyola University in Chicago, graduating magna cum laude. She earned her CERTIFIED FINANCIAL PLANNER™ certification and completed the Personal Financial Planning (PFP) designation program at UCLA Extension in 2003. In 2015, Kathleen earned the Certified Private Wealth Advisor^® designation, in advanced wealth management strategies and applied concepts at The University of Chicago Booth School of Business as well as the Applied Behavioral Finance Certificate enhancing her industry knowledge. Most recently, in 2022 she completed the Retirement Management Advisor^® program with the Investments & Wealth Institute^®, an advanced certification for financial professionals that provides them with knowledge to help build personalized retirement income plans for their clients focusing on strategies to manage the challenges of today’s world alongside proven solutions from the past. 

She chose to work in wealth planning because of her father who loved life and adored his family. Despite building a highly successful professional practice on his own, having no debt and owning substantial real estate, he was not able to live the lifestyle he loved after health issues forced him to sell his practice. His legal, tax and insurance advisors never built a strategy for lifestyle preservation and never communicated. So she and her partner started this planning practice to change the game in planning. Kathleen is originally from Chicago but has lived in Manhattan Beach for the last 30 years with her husband, two daughters and most recently, four grandsons.

(CA Ins. License #0C76833)

David Swift, CIMA^® is a Founding Partner of Second 50 Financial. His chief role is to help develop sound financial advice for the firm’s clients. His focus is on investment analysis and financial planning strategy. He also takes a lead role in working with clients’ tax advisors during the formation and execution of financial plans.

David has been working in the financial related industry for over 12 years. He has successfully completed the Certified Investment Management Analyst (CIMA^®) Program at the Wharton School of Business. Recently, David earned the Investment Management Consultant’s Association’s (IMCA) Applied Behavioral Finance Certificate. The program addressed common behavioral challenges that trip up investors and advisors alike. IMCA’s program featured notable experts from leading business schools such as MIT, Chicago Booth and Duke presenting in-depth, thoughtful, and interesting research from the field today. The program also included timely and relevant presentations from behavioral finance experts, financial advisor practitioners, and cutting-edge academics. David holds the Series 7, 66 and CA Insurance license.

(CA Ins. License #0H33436)

As Director of Investment Operations, Charles Dickey plays a prominent role in the development and implementation of customized investment strategies and comprehensive financial plans, collaborating closely with the firm's leadership to provide tailored solutions that align with each client's specific needs and objectives.

With over 10 years in financial services, Charles has extensive experience advising high-net-worth individuals on wealth planning, investment management, and trust and estate planning. Charles earned a B.A. in Economics and Classics from Connecticut College in New London, CT. While at Connecticut College, Charles was a member of the lacrosse team. He holds the Series 65 license and is working to complete his certificate in Personal Financial Planning from the University of California, Los Angeles and becoming a Certified Financial Planner.

Lisa Morig brings over ten years of expertise to her role at Second 50 Financial, where her primary focus is on Client Administrative Operations. Known for her attention to detail and dedication, Lisa excels at providing exceptional client service and support.

Lisa graduated from Rockford University with a B.A. in Elementary Education.

Lisa currently resides in Redondo Beach.

With more than a decade of experience, Katie O'Neill serves as the Director of Financial Planning, as the lead in the organization, collection, and input of financial planning data for our clients. She also contributes to Business Operations and Marketing at Second 50 Financial.

Katie graduated from the University of California, Santa Barbara with B.A. degrees in Business Economics and Psychology. 

Katie resides in Hermosa Beach with her husband Dennis and their two sons.

Todd has 25+ years of experience in the financial services industry, ranging from compliance and operations to business development and relationship management. He has served as Chief Compliance Officer, Chief Operating Officer, Director of Advisor Development, and other roles. Over his last 17 years, he has focused on supporting independent registered investment advisory firms. During his career, he has also worked with independent broker-dealer advisors and bank investment programs.