Jaclyn Simon_Temporary web

Jaclyn Simon

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

Joanna Hurley

Receptionist & Administrative Assistant

Marcie Nach, CFP®

Financial Planner

Dennis Barron

Marketing & Communications Coordinator

John Mariscalco, CFA®

Associate Wealth Advisor

Andrew Cohn, AIF®

Retirement Plan Advisor

Betsy Wellington

Client Service Administrator

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Lindsay Pflug

Manager of Training & Process Development

Adam Rudolph, CFP®

Associate Wealth Advisor

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Joseph Thompson

Wealth Associate

Mark Weil, CFP®

Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Toni Bregenzer

Manager of Risk & Client Service

Lee Ford

Manager of Operations & Client Service

Michele Turner

Client Service Administrator

Kathy Klein, CFP®

Wealth Advisor

Mary Berman

Client Service Administrator

Whitney Beswick

Operations Associate

Vishaal Tummala, CFP®

Wealth Associate

Lauren Ross

Manager of Investment Operations

Jill Kaz, CFP®

Financial Planner

Mary Ann Sendik

Client Service Administrator

Tom Buhrmann, CIMA®

Wealth Advisor

Wendy Sabul-Mintzer

Operations Associate

Brian Wendt

Client Service Administrator

Cory Rappaport, CPA

Wealth Associate