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

Education

Bachelor of Business Administration, University of Wisconsin Madison

Professional Designations

CERTIFIED FINANCIAL PLANNER™

Kathy Klein, CFP®

Wealth Advisor

Whitney Beswick

Operations Associate

Kurtis Fluck

Investment Operations Analyst

Brian Wendt

Client Service Administrator

Vishaal Tummala

Wealth Associate

Betsy Wellington

Client Service Administrator

Eli Friedman

Senior Client Service Administrator

Jaclyn Simon

Client Service Administrator

Jill Kaz, CFP®

Financial Planner

Mark Weil, CFP®

Wealth Advisor

Toni Bregenzer

Manager of Risk & Client Service

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Lauren Ross

Investment Operations Analyst

Jarodd White

Wealth Associate

Marcie Nach, CFP®

Financial Planner

Lindsay Pflug

Manager of Training & Process Development

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Lee Ford

Manager of Operations & Client Service

Tom Buhrmann, CIMA®

Wealth Advisor

Barry Spitzer

Business Development

Joanna Hurley

Receptionist

Gabrielle Wagor

Receptionist & Administrative Assistant

Dennis Barron

Marketing & Communications Coordinator

Ben Smith, CFP®

Wealth Advisor