Jaclyn Simon_Temporary web

Jaclyn Simon

Senior Client Service Administrator

A lifelong learner, Jaclyn enjoys the dynamic, fast paced, and exciting industry of wealth management. She brings over ten years of experience supporting multiple advisors and servicing high net worth clients’ investment accounts to her role at SWP. Responsible for account administration, Jaclyn works with the SWP team and custodians to ensure a seamless client experience.

Jaclyn appreciates SWP’s team approach, which she believes offers the greatest benefit to clients. Jaclyn also values the firm’s innovative focus and constant development of systems and processes in order to improve experiences for both clients and back office operations.

Away from the office, Jaclyn enjoys attending concerts, practicing yoga, traveling abroad and checking out dog friendly spots in Chicagoland with her husband and new puppy.

Favorite Quote

“Stay committed to your decisions, but stay flexible in your approach.” – Tony Robbins

Education

BA in Communication, St. Norbert College

Cory Rappaport, CPA

Wealth Associate

Dennis Barron

Marketing & Communications Coordinator

Lindsay Pflug

Manager of Training & Process Development

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Wendy Sabul-Mintzer

Operations Associate

Jill Kaz, CFP®

Financial Planner

Joanna Hurley

Receptionist & Administrative Assistant

Michele Turner

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John Mariscalco, CFA®

Associate Wealth Advisor

Toni Bregenzer

Manager of Risk & Client Service

Mark Weil, CFP®

Wealth Advisor

Joseph Thompson

Associate Wealth Advisor

Lee Ford

Manager of Operations & Client Service

Adam Rudolph, CFP®

Associate Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Andrew Cohn, AIF®

Retirement Plan Advisor

William M. Perry, CFP®

Senior Wealth Advisor

Kathy Klein, CFP®

Wealth Advisor

Lauren Ross

Manager of Investment Operations

Gabrielle Wagor

Receptionist & Marketing/Events Associate

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Jenny Jesse

Client Service Administrator

Vishaal Tummala, CFP®

Wealth Associate

Betsy Wellington

Client Service Administrator

Whitney Beswick

Operations Associate

Mary Berman

Client Service Administrator

Brian Wendt

Senior Client Service Administrator