Our Team

Our Team

Mark Swanson

President & Founder

308-237-2724
308-338-2268

Mark began working with investments while earning his Bachelors of Science degree in Economics from Cal Poly Tech. He started his career in 1985 as an investment broker with Dean Witter Reynolds.  During his 30-year career, he has worked with major national firms and regional independent firms where he developed the vision and investment philosophies now employed through Black Oak Investment Counsel which he established in 2006.

“To control risk, large firms rely on 50- and 100-year averages to create many of their static investment models. Unfortunately, no matter how detailed these models they don’t predict the future. Actively managing money for clients so they may preserve and grow their wealth has a lot more to do with the next 3- to 5-years than it does with the past 50.”

Mark and his wife have two daughters and they enjoy gathering with friends, good wines and traveling together. 

Kerry Monif

Vice President, Financial Advisor

402-553-5911
402-533-5905

Kerry graduated from the University of Nebraska at Kearney. Before beginning her career in the world of finance, she was an area executive director with the American Cancer Society. She joined A. G. Edwards in 1985. Prior to joining Black Oak Investment Counsel, Kerry served in various capacities with Principal Financial Group, First Union Securities, and Wachovia Securities.

Kerry focuses on planning for retirement, retirement distribution, legacy financial planning, and socially responsible investing. She is a member of PEO and serves on the Methodist Hospital Advisory Board.

She and her husband, Gilles, have four children and three grandchildren. They live on a lake outside of Omaha.  Kerry enjoys reading and music.

Cindy Riley

Executive Assistant

308-237-2724
308-338-2268

Cindy (Crawford) Riley grew up in the Nebraska panhandle. 

After graduating high school she spent more than 7 years in U.S.  Army Intelligence.  She traveled extensively supporting various commands during that time. Following her honorable discharge, Cindy completed her nursing degree in 1991.

Cindy joined Mark in 2002 and has more than 14 years of experience serving clients. Cindy and her husband, Karl, have three children. She enjoys reading, cooking and traveling with family and close friends. They also enjoy camping, boating, and their grandchildren’s activities.

 

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