Ben Smith_Temporary

Ben Smith, CFP®

Wealth Advisor

Growing up in a family of teachers, Ben always had an interest in teaching. In college, he was exposed to an investment club where his passion for the capital markets and financial planning grew. His role as wealth advisor merges these two interests as he builds relationships with clients. Ben loves to make sense of a seemingly complex situation by leveraging the tools and resources available and creating organization and confidence that clients are on the right path financially.

In Ben’s five years in the financial services industry, he has held roles with Ameriprise Financial Services, Inc. and, most recently, Russell Investments. These past experiences have taught Ben the importance of providing holistic financial planning and comprehensive investment management, and he is excited to continue to implement these practices in his role at SWP. It is important to Ben to work directly with clients to help alleviate the stresses and uncertainty about planning for a positive financial future.

Ben enjoys reading and is typically progressing through both a fiction and non-fiction book at any given point in time. He also enjoys traveling with his wife, especially to Europe, where she is from. Outside of travel, Ben stays active with golf in the summer and basketball in the winter. As Whitefish Bay residents, he and his wife are on a constant mission to discover Milwaukee’s best restaurants.

Favorite Quote

“A person is a success if he gets up in the morning and goes to bed at night and in between does what he wants to do.” – Bob Dylan

Leadership & Community

Milwaukee Young Adult Ministry with the Cathedral of St. John the Evangelist

Education

BA in Interdepartmental Business & English, The University of Iowa

Professional Designations

CERTIFIED FINANCIAL PLANNER™

Jaclyn Simon

Client Service Administrator

Jill Kaz, CFP®

Financial Planner

Kurtis Fluck

Investment Operations Analyst

Dennis Barron

Marketing & Communications Coordinator

Marcie Nach, CFP®

Financial Planner

Joanna Hurley

Receptionist

Jarodd White

Wealth Associate

Lee Ford

Manager of Operations & Client Service

Eli Friedman

Senior Client Service Administrator

Tom Buhrmann, CIMA®

Wealth Advisor

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Brian Wendt

Client Service Administrator

Vishaal Tummala

Wealth Associate

Whitney Beswick

Operations Associate

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Barry Spitzer

Business Development

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Kathy Klein, CFP®

Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Lauren Ross

Investment Operations Analyst

Adam Rudolph, CFP®

Associate Wealth Advisor

Toni Bregenzer

Manager of Risk & Client Service

Betsy Wellington

Client Service Administrator

Gabrielle Wagor

Receptionist & Administrative Assistant

Mark Weil, CFP®

Wealth Advisor