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®

Betsy Wellington

Client Service Administrator

Dennis Barron

Marketing & Communications Coordinator

Marcie Nach, CFP®

Financial Planner

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Brian Wendt

Co-Manager, Client Service

Joseph Thompson

Associate Wealth Advisor

Mary Berman

Client Service Administrator

Lauren Ross

Manager of Investment Operations

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Vishaal Tummala, CFP®

Wealth Associate

Whitney Beswick

Operations Associate

Lee Ford

Information Technology Manager

Jill Kaz, CFP®

Financial Planner

Jenny Jesse

Client Service Administrator

Joanna Hurley

Receptionist & Administrative Assistant

Lindsay Pflug

Manager of Training & Process Development

Kathy Klein, CFP®

Wealth Advisor

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Toni Bregenzer

Risk and Compliance Manager

Jaclyn Simon

Co-Manager, Client Service

John Mariscalco, CFA®

Associate Wealth Advisor

Wendy Sabul-Mintzer

Operations Associate

Adam Rudolph, CFP®

Associate Wealth Advisor

William M. Perry, CFP®

Senior Wealth Advisor

Cory Rappaport, CPA

Associate Wealth Advisor

Mark Weil, CFP®

Wealth Advisor

Michele Turner

Client Service Administrator