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

Toni Bregenzer

Risk and Compliance Manager

Whitney Beswick

Operations Associate

Andrew Cohn, AIF®

Retirement Plan Advisor

Michele Turner

Client Service Administrator

Jenny Jesse

Client Service Administrator

Brian Wendt

Co-Manager, Client Service

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Vishaal Tummala, CFP®

Wealth Associate

Marcie Nach, CFP®

Financial Planner

Mark Weil, CFP®

Wealth Advisor

Dennis Barron

Marketing & Communications Coordinator

Joanna Hurley

Receptionist & Administrative Assistant

John Mariscalco, CFA®

Associate Wealth Advisor

William M. Perry, CFP®

Senior Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Wendy Sabul-Mintzer

Operations Associate

Lee Ford

Information Technology Manager

Adam Rudolph, CFP®

Associate Wealth Advisor

Joseph Thompson

Associate Wealth Advisor

Kathy Klein, CFP®

Wealth Advisor

Cory Rappaport, CPA

Associate Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Mary Berman

Client Service Administrator

Lauren Ross

Manager of Investment Operations

Jill Kaz, CFP®

Financial Planner

Jaclyn Simon

Co-Manager, Client Service