Ashley Bebeau

Ashley Bebeau, CFP®

Principal

Ashley is driven to empower individuals and families with the insight and resources they need to protect and enjoy their hard-earned wealth.

Ashley enthusiastically brings a sense of organization to her clients’ financial situation, as well as help them develop and carry out a long-term plan. With any financial matter, Ashley aims to guide clients about a variety of potential solutions by communicating opportunities and issues relevant to the client’s unique situation. This allows clients to choose what feels right to them, balanced with an understanding of possible financial ramifications. Building an open and honest relationship with clients is central to Ashley’s work ethic and, she believes, is critical to providing advice in each client’s best interest.

Prior to joining SWP, Ashley worked with ultra-high net worth multigenerational families at Credit Suisse Family Wealth Management. She helped families ensure that future generations understand and appreciate how their families’ wealth was accumulated, and recognize how to preserve wealth and family values.

Ashley is enjoying the most challenging and rewarding task of being a mother to two young boys. When not around their home on the North Shore, Ashley and her boys love spending time with family in Northern Wisconsin.

Leadership & Community

Professional Advisory Board, Chicago Foundation for Women
Legacy Partner, Lurie Children’s Hospital
CFP® Professional Member, Financial Planning Association (FPA)

Education

BS in Consumer Science – Personal Finance, University of Wisconsin Madison

Professional Designations

CERTIFIED FINANCIAL PLANNER™

Cory Rappaport, CPA

Associate Wealth Advisor

Joseph Thompson

Associate Wealth Advisor

Lee Ford

Information Technology Manager

Christina Cartes

Operations Associate

Vishaal Tummala, CFP®

Wealth Associate

Lauren Ross

Manager of Investment Operations

Jill Kaz, CFP®

Financial Planner

Matthew Cox

Operations Associate

Kathy Klein, CFP®

Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Wendy Sabul-Mintzer

Operations Associate

Gabrielle Wagor

Marketing & Events Strategist

Michele Turner

Client Service Administrator

Andrew Cohn, C(k)P®, AIF®

Retirement Plan Advisor

Merrick Singer

Client Service Administrator

Adam Rudolph, CFP®

Associate Wealth Advisor

Toni Bregenzer

Risk and Compliance Manager

Brian Wendt

Co-Manager, Client Service

Jenny Jesse

Client Service Administrator

Mary Berman

Client Service Administrator

Jaclyn Simon

Co-Manager, Client Service

Lindsay Pflug

Manager of Training & Process Development

Joanna Hurley

Receptionist & Administrative Assistant

John Mariscalco, CFA®

Associate Wealth Advisor

A.J. Price, CPA, CFP®

Associate Wealth Advisor