Betsy Wellington_Temporary web

Betsy Wellington

Client Service Administrator

Betsy began her career in the financial services industry over 24 years ago. What began as a temporary position in the industry, turned into many years of enjoyment working with both people and numbers. Throughout her time, Betsy has worked in a variety of roles from client service to back-end operations. She brings this past experience to her role at SWP.

Betsy appreciates the team culture at SWP and process driven approach. She enjoys working within a routine and seeing a process from start to finish.

Betsy loves to bring new life to old finds. When not in the office, you can find her antiquing and upcycling old furniture. She also enjoys sewing, baking, and riding her Vespa scooter throughout the Northshore and beyond.

Favorite Quote

“If you are more fortunate than others, it’s better to build a longer table than a taller fence.” – Martin Luther King Jr.

Education

MBA, Lake Forest Graduate School of Management

BA in Social Work, Indiana University

Dennis Barron

Marketing & Communications Coordinator

Michele Turner

Client Service Administrator

Toni Bregenzer

Manager of Risk & Client Service

Cory Rappaport, CPA

Wealth Associate

Gabrielle Wagor

Receptionist & Administrative Assistant

Mark Weil, CFP®

Wealth Advisor

Joanna Hurley

Receptionist

Mary Ann Sendik

Client Service Administrator

Lauren Ross

Investment Operations Analyst

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

John Mariscalco, CFA®

Associate Wealth Advisor

Kathy Klein, CFP®

Wealth Advisor

Tom Buhrmann, CIMA®

Wealth Advisor

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Whitney Beswick

Operations Associate

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Vishaal Tummala, CFP®

Wealth Associate

Mary Berman

Client Service Administrator

Brian Wendt

Client Service Administrator

Jaclyn Simon

Client Service Administrator

Lee Ford

Manager of Operations & Client Service

Adam Rudolph, CFP®

Associate Wealth Advisor

Jill Kaz, CFP®

Financial Planner

Lindsay Pflug

Manager of Training & Process Development