Gabrielle Wagor

Receptionist & Administrative Assistant

As the Receptionist & Administrative Assistant for the Milwaukee office, Gabrielle greets clients via phone and welcomes them personally when they visit the office in a friendly and professional manner. Additionally, she assists the team with a variety of special projects.

Prior to 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 son. They enjoy spending time outdoors together and cheering for the Milwaukee Brewers and Green Bay Packers.


BA in Political Science, Indiana University

Jaclyn Simon

Client Service Administrator

Lindsay Pflug

Manager of Training & Process Development

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Mark Weil, CFP®

Wealth Advisor

Barry Spitzer

Business Development

Vishaal Tummala

Wealth Associate

Lee Ford

Manager of Operations & Client Service

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Whitney Beswick

Operations Associate

Joanna Hurley


Betsy Wellington

Client Service Administrator

Tom Buhrmann, CIMA®

Wealth Advisor

Kathy Klein, CFP®

Wealth Advisor

Dennis Barron

Marketing & Communications Coordinator

Lauren Ross

Investment Operations Analyst

Ben Smith, CFP®

Wealth Advisor

Jill Kaz, CFP®

Financial Planner

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Eli Friedman

Senior Client Service Administrator

Adam Rudolph, CFP®

Associate Wealth Advisor

Toni Bregenzer

Manager of Risk & Client Service

Brian Wendt

Client Service Administrator

Jarodd White

Wealth Associate

Kurtis Fluck

Investment Operations Analyst