Located in Santa Rosa, CA (Serving Clients Nationwide)  ♦  (707) 899-1010  ♦   info@swadwealth.com

Our Team

Jessica Raptis

Operations Manager


Before joining Swad Wealth Management, I built a solid foundation as an administrative support professional and executive assistant, accumulating over four years of experience in optimizing organizational efficiency and productivity.

Initially pulled towards an interest in science, I graduated and began working in research where I became drawn toward managerial roles. Once I started working in management I then earned my MBA from Trident University International to help me move into a new field.

In my last role, I contributed significantly as a key member of a Fortune 500 Financial Services company’s operations team, serving as the Executive Assistant for the market. This experience in a dynamic corporate environment honed my ability to excel under pressure while upholding a steadfast commitment to quality and precision.

Beyond my professional endeavors, I enjoy time with my young daughter and husband. When not with them you can find me with our horses, out in the garden, or hiking as often as I can.

My professional ethos centers around hard work and connection. I enjoy relationship building and hope to bring a white glove experience to everyone I help.

Education & Certifications
  • Master of Business Administration  – Trident University International 

  • Bachelor of Science – Virginia Tech

(707) 899-1010 ♦ info@swadwealth.com
100 Stony Point Rd, Suite 244, Santa Rosa, CA 95401
Hours: Monday through Friday, 9:00 AM to 6:00 PM PST (Office Hours by Appointment Only)