Adam Rudolph_Temporary v2

Adam Rudolph, CFP®

Associate Wealth Advisor

Adam merges his passion for finance and investments with his desire to help people and build relationships in his role at SWP.

Adam works closely with SWP wealth advisors and financial planners to support clients’ day-to-day needs, as well as their long-term plans. His objective is to ensure that clients’ investment strategies are in line with a client’s unique needs and goals. Adam firmly believes in SWP’s philosophy that planning drives the investment process and that each client is an individual and thus requires a completely new and unique approach.

Prior to joining SWP, Adam worked as an associate at Gresham Partners and as a senior financial planner at Balasa Dinverno Foltz LLC. Adam builds upon these experiences in his role at SWP. Additionally, he is a member of the Chicago Estate Planning Council.

Outside of work, Adam enjoys spending time with family and friends, exploring the Chicago music scene, cheering on the Wisconsin Badgers, and fishing.

Favorite Quote

“Challenges are what make life interesting; overcoming them is what makes life meaningful.” – Joshua J. Marine

Written by Adam

Making Lemonade Out of Lemons: Three Things You Can Control When Markets Are Volatile

Five Year-End Tax Planning Strategies

In Case of Emergency: Preparing for the Unexpected

Leadership & Community

Chicago Estate Planning Council

Education

Bachelor of Business Administration, University of Wisconsin Madison

Professional Designations

CERTIFIED FINANCIAL PLANNER™

Kathy Klein, CFP®

Wealth Advisor

Toni Bregenzer

Risk and Compliance Manager

Lauren Ross

Manager of Investment Operations

Vishaal Tummala, CFP®

Wealth Associate

Jenny Jesse

Client Service Administrator

Joanna Hurley

Receptionist & Administrative Assistant

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Andrew Cohn, AIF®

Retirement Plan Advisor

Cory Rappaport, CPA

Associate Wealth Advisor

Brian Wendt

Co-Manager, Client Service

John Mariscalco, CFA®

Associate Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Merrick Singer

Client Service Administrator

Mary Berman

Client Service Administrator

Joseph Thompson

Associate Wealth Advisor

Christina Cartes

Operations Associate

Marcie Nach, CFP®

Financial Planner

Lindsay Pflug

Manager of Training & Process Development

William M. Perry

Senior Wealth Advisor

Lee Ford

Information Technology Manager

Wendy Sabul-Mintzer

Operations Associate

Gabrielle Wagor

Marketing & Events Strategist

Jill Kaz, CFP®

Financial Planner

Jaclyn Simon

Co-Manager, Client Service

Michele Turner

Client Service Administrator

Betsy Wellington

Client Service Administrator