Making dreams a reality, one investor at a time.

The Origin of Kashwitna Equity

Inspired by the timeless traditions of family gatherings on Alaska’s Kashwitna Lake, where four generations have sailed together, our founders developed a profound appreciation for the importance of lasting family legacies. This passion drives our mission: to empower you in building and preserving generational wealth for the ones you love.

Our Values

  • Integrity matters to us above all else. We strive to do the right thing and build trust through transparency.

  • We seek first to understand. We know that each person has a unique story and dreams. We want to meet investors where they are and further their dreams. We treat other people how we would want to be treated.

  • We hold ourselves to the highest standard. We want to add the best value in the right areas. We do not settle until the job is done.

  • We take responsibility for what is in our control and seek to influence what is not. We see ownership as a chance to make things better. Whether we are advising, stewarding, or operating, we love owning the end result.

Erik Swanson

Founder & Managing Partner

Erik Swanson is the co-founder and managing partner of Kashwitna Equity, a private equity group based in Houston, Texas. With nearly 20 years of experience in the oil and gas industry, Mr. Swanson has specialized in IT leadership and project management, driving innovation and efficiency in complex environments. His leadership extends beyond the corporate sector, with significant executive experience in several non-profit organizations.

Alongside his wife, Heidi, Erik has coached hundreds of individuals in personal finance, driven by a deep passion for helping others build generational wealth. He holds a Summa Cum Laude degree in Management Information Systems and Economics, as well as an MBA, from the University of Alaska Anchorage.

Heidi Swanson

Founder & Managing Partner

Heidi Swanson is the co-founder and managing partner of Kashwitna Equity, a private equity group based in Houston, Texas. With a bachelors in accounting and an MBA, Mrs. Swanson has applied her expertise in financial analysis for both oil and gas and healthcare companies. She brings over a decade of experience in coordinating and delivering statewide non-profit conferences.

Alongside her husband, Erik, she has coached hundreds of individuals on personal finance, with a deep commitment to building generational wealth.

Jon Wells

Advisor

Jon Wells is a co-founder and Managing Member of Lake City Equity. Mr. Wells oversees the company’s asset management and investor relations activities. He also co-directs Lake City Equity’s overall investment strategy. He brings over 24 years of experience in general management and new business development to the company.

Before joining Lake City Equity, Mr. Wells was the founder and CEO of Bridge Properties, LLC, where he built a multimillion-dollar real estate sales business from scratch. He developed the operating, marketing, and sales plans, created the company’s offerings, and sold over $100 million worth of residential real estate.

Rod Khleif

Senior Advisor

Rod Khleif is an entrepreneur, real estate investor, multiple business owner, author, mentor, and community philanthropist who is passionate about business, life, success, and giving back. As one of the country’s top real estate trainers, Rod has personally owned and managed over 2,000 properties.

Rod is Host of the Top-Ranked iTunes Real Estate Podcast which has been downloaded more than 20,000,000 times – “The Lifetime Cash Flow Through Real Estate Investing Podcast.” Rod is the author of the #1 best selling book “How to Create Lifetime Cash Flow Through Multifamily Properties” considered to be an essential “textbook” for aspiring multifamily investors.

Any potential investors should not construe Jon Wells or Rod Khleif listed as Advisors to mean they have analyzed or endorsed any particular investment opportunity.