SWP022218_162_Brian_ForWeb

Brian Wendt

Client Service Administrator

Brian’s mission is to enhance each client’s experience with SWP by providing thorough, friendly administrative support. As the liaison between the clients and their custodians, Brian works to ensure all requests are properly executed and any opportunity for improvement is identified.

Brian is passionate about developing relationships with clients based on competence and responsiveness. He believes in the collaborative culture at SWP to develop solutions aligned with the client’s best interests at all times. Brian is driven by the feeling of helping to make clients’ lives a little easier.

While working at another local wealth management firm, Brian developed an enjoyment for helping people navigate their financial needs. As an Operations Associate, Brian developed a deep understanding of the administrative landscape between the client and custodian, and a high level of accuracy in the work he does for clients.

Brian is a live music fanatic, attending at least a dozen shows per year. He also enjoys playing intramural sports – such as softball, kickball and bowling – and traveling to new places. His favorite city so far is Munich, which he explored while on a three week long European trip with his friends.

Favorite Quote

“Try not to become a man of success. Rather become a man of value.” – Albert Einstein

Education

BA in Business Management – Organizational Leadership, Minor in Economics; Illinois State University

Toni Bregenzer

Manager of Risk & Client Service

Jill Kaz, CFP®

Financial Planner

Dennis Barron

Marketing & Communications Coordinator

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Tom Buhrmann, CIMA®

Wealth Advisor

Whitney Beswick

Operations Associate

Eli Friedman

Senior Client Service Administrator

Lindsay Pflug

Manager of Training & Process Development

Betsy Wellington

Client Service Administrator

Kurtis Fluck

Investment Operations Analyst

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Lauren Ross

Investment Operations Analyst

Barry Spitzer

Business Development

Jaclyn Simon

Client Service Administrator

Gabrielle Wagor

Receptionist & Administrative Assistant

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Joanna Hurley

Receptionist

Jarodd White

Wealth Associate

Ben Smith, CFP®

Wealth Advisor

Kathy Klein, CFP®

Wealth Advisor

Vishaal Tummala

Wealth Associate

Mark Weil, CFP®

Wealth Advisor

Lee Ford

Manager of Operations & Client Service