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

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Joanna Hurley


Jaclyn Simon

Client Service Administrator

Marcie Nach, CFP®

Financial Planner

Gabrielle Wagor

Receptionist & Administrative Assistant

Barry Spitzer

Business Development

Jill Kaz, CFP®

Financial Planner

Kathy Klein, CFP®

Wealth Advisor

Lee Ford

Manager of Operations & Client Service

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Lauren Ross

Investment Operations Analyst

Adam Rudolph, CFP®

Associate Wealth Advisor

Michele Turner

Client Service Administrator

Whitney Beswick

Operations Associate

Tom Buhrmann, CIMA®

Wealth Advisor

Kurtis Fluck

Investment Operations Analyst

Mark Weil, CFP®

Wealth Advisor

Vishaal Tummala

Wealth Associate

Toni Bregenzer

Manager of Risk & Client Service

Dennis Barron

Marketing & Communications Coordinator

Lindsay Pflug

Manager of Training & Process Development

Ben Smith, CFP®

Wealth Advisor

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Brian Wendt

Client Service Administrator