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

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™

Jenny Jesse

Client Service Administrator

Cory Rappaport, CPA

Wealth Associate

Michele Turner

Client Service Administrator

Joanna Hurley

Receptionist & Administrative Assistant

Joseph Thompson

Wealth Associate

Jill Kaz, CFP®

Financial Planner

Dennis Barron

Marketing & Communications Coordinator

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Toni Bregenzer

Manager of Risk & Client Service

Brian Wendt

Senior Client Service Administrator

Wendy Sabul-Mintzer

Operations Associate

Mark Weil, CFP®

Wealth Advisor

Lee Ford

Manager of Operations & Client Service

Mary Berman

Client Service Administrator

Lindsay Pflug

Manager of Training & Process Development

Whitney Beswick

Operations Associate

John Mariscalco, CFA®

Associate Wealth Advisor

Andrew Cohn, AIF®

Retirement Plan Advisor

Lauren Ross

Manager of Investment Operations

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Vishaal Tummala, CFP®

Wealth Associate

Marcie Nach, CFP®

Financial Planner

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Jaclyn Simon

Senior Client Service Administrator

Kathy Klein, CFP®

Wealth Advisor

Betsy Wellington

Client Service Administrator