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™

Mary Berman

Client Service Administrator

Jaclyn Simon

Co-Manager, Client Service

Gabrielle Wagor

Receptionist & Marketing/Events Associate

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Whitney Beswick

Operations Associate

Adam Rudolph, CFP®

Associate Wealth Advisor

Vishaal Tummala, CFP®

Wealth Associate

Lindsay Pflug

Manager of Training & Process Development

Joseph Thompson

Associate Wealth Advisor

Andrew Cohn, AIF®

Retirement Plan Advisor

Brian Wendt

Co-Manager, Client Service

Joanna Hurley

Receptionist & Administrative Assistant

Marcie Nach, CFP®

Financial Planner

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

William M. Perry, CFP®

Senior Wealth Advisor

Dennis Barron

Marketing & Communications Coordinator

Mark Weil, CFP®

Wealth Advisor

Toni Bregenzer

Risk and Compliance Manager

Kathy Klein, CFP®

Wealth Advisor

Jenny Jesse

Client Service Administrator

Lauren Ross

Manager of Investment Operations

Wendy Sabul-Mintzer

Operations Associate

Michele Turner

Client Service Administrator

John Mariscalco, CFA®

Associate Wealth Advisor

Jill Kaz, CFP®

Financial Planner

Cory Rappaport, CPA

Associate Wealth Advisor

Lee Ford

Information Technology Manager

Betsy Wellington

Client Service Administrator