Andrew Cohn_Temporary2

Andrew Cohn, 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

Education

MBA in Finance and Marketing, University of Chicago

BA in History, University of Virginia

Professional Designations

Accredited Investment Fiduciary®

Kathy Klein, CFP®

Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Jill Kaz, CFP®

Financial Planner

Brian Wendt

Senior Client Service Administrator

Michele Turner

Client Service Administrator

Lauren Ross

Manager of Investment Operations

Mark Weil, CFP®

Wealth Advisor

Cory Rappaport, CPA

Wealth Associate

Lee Ford

Manager of Operations & Client Service

Betsy Wellington

Client Service Administrator

Whitney Beswick

Operations Associate

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Joanna Hurley

Receptionist & Administrative Assistant

Wendy Sabul-Mintzer

Operations Associate

Dennis Barron

Marketing & Communications Coordinator

John Mariscalco, CFA®

Associate Wealth Advisor

Mary Berman

Client Service Administrator

Jenny Jesse

Client Service Administrator

Lindsay Pflug

Manager of Training & Process Development

Adam Rudolph, CFP®

Associate Wealth Advisor

Jaclyn Simon

Senior Client Service Administrator

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Vishaal Tummala, CFP®

Wealth Associate

Toni Bregenzer

Manager of Risk & Client Service

Joseph Thompson

Wealth Associate