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™

Brian Wendt

Senior Client Service Administrator

Andrew Cohn, AIF®

Retirement Plan Advisor

Jenny Jesse

Client Service Administrator

Lee Ford

Manager of Operations & Client Service

Michele Turner

Client Service Administrator

Whitney Beswick

Operations Associate

Wendy Sabul-Mintzer

Operations Associate

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Mary Berman

Client Service Administrator

Jill Kaz, CFP®

Financial Planner

Kathy Klein, CFP®

Wealth Advisor

John Mariscalco, CFA®

Associate Wealth Advisor

Lauren Ross

Manager of Investment Operations

Mark Weil, CFP®

Wealth Advisor

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Cory Rappaport, CPA

Wealth Associate

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Toni Bregenzer

Manager of Risk & Client Service

Marcie Nach, CFP®

Financial Planner

Joseph Thompson

Wealth Associate

Dennis Barron

Marketing & Communications Coordinator

Jaclyn Simon

Senior Client Service Administrator

Betsy Wellington

Client Service Administrator

Lindsay Pflug

Manager of Training & Process Development

Adam Rudolph, CFP®

Associate Wealth Advisor

Vishaal Tummala, CFP®

Wealth Associate

Joanna Hurley

Receptionist & Administrative Assistant