Andrew Cohn_Temporary2

Andrew Cohn, C(k)P®, AIF®

Retirement Plan Advisor

Andrew has over 30 years of experience in strategy, management consulting, and sales. Throughout his career, he’s worked with a variety of clients to help them set and achieve their goals.

Andrew’s focus is advising retirement plan sponsors on the often complex nature of administering their plans. He takes pride in providing ongoing education to employees and business owners to make them feel confident in managing and participating in their plan.

Before joining SWP, Andrew held positions at The Bensman Group, Edline, and Medline Industries. He co-authored the book How to Overcome the Power of the Golf Ball, along with Ollen Stephens, PGA Master Professional (Teaching & Coaching), which provides a roadmap for setting and achieving goals in golf and beyond. Andrew applies the principles from the book to foster meaningful relationships with his clients.

Outside of the office, Andrew enjoys writing, golfing, and Taekwondo – which he holds a 1st Dan Black Belt in. He also ran the Chicago Marathon in 4 hours and 9 minutes. He has two daughters, Hailey and Sarah, who are recent college grads, and lives with his son David in the northern suburbs.

Favorite Quote

“Information does not cause transformation.”  – J.W. Wilson, Cracking The Learning Code

Written by Andrew

Cash Balance Plans: Are They Right for Your Business?

Education

MBA in Finance and Marketing, University of Chicago

BA in History, University of Virginia

Professional Designations

Certified 401(k) Professional, C(k)P®

Accredited Investment Fiduciary®

Merrick Singer

Client Service Administrator

Michele Turner

Client Service Administrator

Christina Cartes

Operations Associate

Adam Rudolph, CFP®

Associate Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Cory Rappaport, CPA

Associate Wealth Advisor

Joanna Hurley

Receptionist & Administrative Assistant

Toni Bregenzer

Risk and Compliance Manager

Kathy Klein, CFP®

Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Wendy Sabul-Mintzer

Operations Associate

Jaclyn Simon

Co-Manager, Client Service

John Mariscalco, CFA®

Associate Wealth Advisor

Vishaal Tummala, CFP®

Wealth Associate

Joseph Thompson

Associate Wealth Advisor

Matthew Cox

Operations Associate

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Jenny Jesse

Client Service Administrator

Mary Berman

Client Service Administrator

Jill Kaz, CFP®

Financial Planner

Lee Ford

Information Technology Manager

Gabrielle Wagor

Marketing & Events Strategist

Lauren Ross

Manager of Investment Operations

Brian Wendt

Co-Manager, Client Service