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.


MBA, Lake Forest Graduate School of Management

BA in Social Work, Indiana University

Ben Smith, CFP®

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Eli Friedman

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Kathy Klein, CFP®

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Jaclyn Simon

Client Service Administrator

Adam Rudolph, CFP®

Associate Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Lauren Ross

Investment Operations Analyst

Vishaal Tummala

Wealth Associate

Lee Ford

Manager of Operations & Client Service

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Toni Bregenzer

Manager of Risk & Client Service

Barry Spitzer

Business Development

Brian Wendt

Client Service Administrator

Whitney Beswick

Operations Associate

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Dennis Barron

Marketing & Communications Coordinator

Jill Kaz, CFP®

Financial Planner

Tom Buhrmann, CIMA®

Wealth Advisor

Joanna Hurley


Gabrielle Wagor

Receptionist & Administrative Assistant

Jarodd White

Wealth Associate

Mark Weil, CFP®

Wealth Advisor

Kurtis Fluck

Investment Operations Analyst