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

Brian Wendt

Senior Client Service Administrator

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Dennis Barron

Marketing & Communications Coordinator

Whitney Beswick

Operations Associate

Cory Rappaport, CPA

Wealth Associate

Andrew Cohn, AIF®

Retirement Plan Advisor

Mark Weil, CFP®

Wealth Advisor

John Mariscalco, CFA®

Associate Wealth Advisor

Lauren Ross

Manager of Investment Operations

Mary Berman

Client Service Administrator

Marcie Nach, CFP®

Financial Planner

Toni Bregenzer

Manager of Risk & Client Service

Wendy Sabul-Mintzer

Operations Associate

Jaclyn Simon

Senior Client Service Administrator

Michele Turner

Client Service Administrator

Lee Ford

Manager of Operations & Client Service

Kathy Klein, CFP®

Wealth Advisor

Vishaal Tummala, CFP®

Wealth Associate

Jill Kaz, CFP®

Financial Planner

Jenny Jesse

Client Service Administrator

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Joanna Hurley

Receptionist & Administrative Assistant

Adam Rudolph, CFP®

Associate Wealth Advisor

Joseph Thompson

Wealth Associate