December Value of the Month Winner – Jaclyn Simon


December Value of the Month Winner – Jaclyn Simon

January 15, 2021

At Strategic Wealth Partners, we believe that excellence starts with T.H.I.S. Each of our values – Teamwork, Humility, Integrity, and Service – is part of our commitment to our clients. Each month we will be focusing on one of our values and recognizing a team member who embodies that value.

Our value of the month in December was service. We know we need to value impeccable service in order to gain the respect and trust of our clients. We are proud to recognize Jaclyn Simon, Co-Manager of Client Service, as the service value of the month winner.  In her role, Jaclyn is responsible for account administration, working both with the SWP team and custodians to ensure a seamless client experience.

Jaclyn demonstrates service every day, whether she is managing the SWP team of client service administrators, partnering with our advisors to deliver personalized solutions to our clients, or simply having a friendly conversation with a client.  She is respectful and a great listener, and we are so proud to have her on the SWP team.

Away from the office, Jaclyn enjoys attending concerts, practicing yoga, traveling abroad and checking out dog-friendly spots in Chicagoland with her husband and puppy.


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