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 new role at SWP.

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

In Case of Emergency: Preparing for the Unexpected

Education

Bachelor of Business Administration, University of Wisconsin Madison

Professional Designations

CERTIFIED FINANCIAL PLANNER™

John Mariscalco, CFA®

Associate Wealth Advisor

Tom Buhrmann, CIMA®

Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Lauren Ross

Manager of Investment Operations

Mark Weil, CFP®

Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Whitney Beswick

Operations Associate

Toni Bregenzer

Manager of Risk & Client Service

Lindsay Pflug

Manager of Training & Process Development

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Lee Ford

Manager of Operations & Client Service

Joanna Hurley

Receptionist & Administrative Assistant

Kathy Klein, CFP®

Wealth Advisor

Dennis Barron

Marketing & Communications Coordinator

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Michele Turner

Client Service Administrator

Andrew Cohn, AIF®

Retirement Plan Advisor

Mary Berman

Client Service Administrator

Wendy Sabul-Mintzer

Operations Associate

Jaclyn Simon

Client Service Administrator

Brian Wendt

Client Service Administrator

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Jill Kaz, CFP®

Financial Planner

Mary Ann Sendik

Client Service Administrator

Betsy Wellington

Client Service Administrator

Vishaal Tummala, CFP®

Wealth Associate

Cory Rappaport, CPA

Wealth Associate

Joseph Thompson

Wealth Associate