Our Team

SWAN Retirement Strategies

A Team Built on Trust, Experience, and Results

At SWAN Retirement Strategies, our team is the heart of everything we do. As a family‑owned firm founded in 1997, we bring decades of combined experience, a commitment to personalized service, and a shared belief that successful retirement planning starts with relationships built on trust. Each member of our team plays a hands‑on role in delivering data‑driven, results‑focused strategies, ensuring your plan is accurate, actionable, and tailored to your unique goals. From thoughtful analysis to responsive support, we go the extra mile to help you feel confident every step of the way. Contact us today to connect with our team and discover how we can help you move forward with clarity—and sleep well at night.

Murrell Winter

Financial Planning Specialist

Murrell Winter is the owner of SWAN Retirement Strategies. In his role, he oversees his clients’ investments, assists in investment transactions, communicates with clients to discover their retirement dreams, and helps create short-term and long-term goals in making their dreams into reality.

Murrell also plays a role in our institutional advisory services. He helps business owners manage company-wide retirement plans, facilitate company-wide meetings, and serve each employee on the individual level.

Murrell has earned a bachelor’s degree in finance from Palm Beach Atlantic University and a master’s degree in finance from The University of Tampa. He is married to his high school sweetheart, Kayla, and they live in Sarasota, Florida.

Stephanie Platt

Stephanie began her career in the financial services industry in 1992 with Prudential Insurance, where she obtained her Series 6 and Life Insurance licenses. She graduated in 1994 with a Bachelor of Business Administration in finance and economics. She specializes in assisting Registered Investment Advisors with their back-office operations and marketing. She has a lot of experience working in the financial industry.

Stephanie is an Ohio native and has been married to her husband, David, since 1995. They have three children, Kaelyn (29), Haleigh (19), and Gabriel (14). She enjoys camping with her family, quilting and embroidery, and reading.

Missy Eberz

Missy Eberz brings energy, organization, and positivity to everything she does. She has worked in the financial industry since 2007 and enjoys building meaningful relationships with the clients she serves. Originally from Buffalo, New York, she’s a proud Buffalo Bills fan who still loves all things Buffalo. Known for her upbeat personality and dedication to helping others, Missy enjoys supporting clients and keeping everything running smoothly.

Lauren Krull

Lauren has experience in the financial services industry, supporting clients with onboarding, operational support, and administrative tasks. She began her career in personal training, where she developed a passion for helping others achieve their goals – a passion that continues to guide her work today. Her husband serves in the U.S. Navy. She has a 9-pound Maltipoo, “Dumbbell”. She enjoys powerlifting, outdoor activities, and traveling in her free time.