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)
NAPFA-Registered Financial Advisor, The National Association of Personal Financial Advisors

Education

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

Professional Designations

CERTIFIED FINANCIAL PLANNER™

John Mariscalco, CFA®

Associate Wealth Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

Vishaal Tummala, CFP®

Wealth Associate

Dennis Barron

Marketing & Communications Coordinator

Mary Ann Sendik

Client Service Administrator

Tom Buhrmann, CIMA®

Wealth Advisor

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Lee Ford

Manager of Operations & Client Service

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Mary Berman

Client Service Administrator

Lindsay Pflug

Manager of Training & Process Development

Marcie Nach, CFP®

Financial Planner

Brian Wendt

Client Service Administrator

Lauren Ross

Investment Operations Analyst

Toni Bregenzer

Manager of Risk & Client Service

Jaclyn Simon

Client Service Administrator

Cory Rappaport, CPA

Wealth Associate

Mark Weil, CFP®

Wealth Advisor

Whitney Beswick

Operations Associate

Kathy Klein, CFP®

Wealth Advisor

Jill Kaz, CFP®

Financial Planner

Gabrielle Wagor

Receptionist & Administrative Assistant

Betsy Wellington

Client Service Administrator

Michele Turner

Client Service Administrator

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Joanna Hurley

Receptionist