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Gabrielle Wagor

MARKETING & EVENTS STRATEGIST

Gabrielle works with the principals, advisors, and planners to create content for clients to keep them informed regarding important topics. She develops the firm’s marketing strategy for client engagement and to reach those who may value SWP’s services. Additionally, she assists with the planning and execution of firm events.

Before joining SWP, Gabrielle held various marketing and event management positions. She was most recently the Events Manager at a law firm where she coordinated legal seminars for clients.

Gabrielle lives in the Milwaukee area with her husband and two sons. They enjoy spending time outdoors together and cheering for the Milwaukee Brewers and Green Bay Packers.

Education

BA in Political Science, Indiana University

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Toni Bregenzer

Risk and Compliance Manager

Vishaal Tummala, CFP®

Wealth Associate

Joseph Thompson

Associate Wealth Advisor

Andrew Cohn, C(k)P®, AIF®

Retirement Plan Advisor

Lauren Ross

Manager of Investment Operations

Wendy Sabul-Mintzer

Operations Associate

Cory Rappaport, CPA

Associate Wealth Advisor

John Mariscalco, CFA®

Associate Wealth Advisor

Kathy Klein, CFP®

Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Joanna Hurley

Receptionist & Administrative Assistant

Adam Rudolph, CFP®

Associate Wealth Advisor

Christina Cartes

Operations Associate

Michele Turner

Client Service Administrator

Lindsay Pflug

Manager of Training & Process Development

Brian Wendt

Co-Manager, Client Service

Jill Kaz, CFP®

Financial Planner

Jenny Jesse

Client Service Administrator

Matthew Cox

Operations Associate

Mary Berman

Client Service Administrator

Jaclyn Simon

Co-Manager, Client Service

Lee Ford

Information Technology Manager

Merrick Singer

Client Service Administrator