Jaclyn Simon_Temporary web

Jaclyn Simon

Co-Manager, Client Service

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

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Dennis Barron

Marketing & Communications Coordinator

Michele Turner

Client Service Administrator

John Mariscalco, CFA®

Associate Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Cory Rappaport, CPA

Associate Wealth Advisor

Joanna Hurley

Receptionist & Administrative Assistant

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Wendy Sabul-Mintzer

Operations Associate

Adam Rudolph, CFP®

Associate Wealth Advisor

Betsy Wellington

Client Service Administrator

Toni Bregenzer

Risk and Compliance Manager

Mary Berman

Client Service Administrator

William M. Perry, CFP®

Senior Wealth Advisor

Kathy Klein, CFP®

Wealth Advisor

Mark Weil, CFP®

Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Whitney Beswick

Operations Associate

Andrew Cohn, AIF®

Retirement Plan Advisor

Jenny Jesse

Client Service Administrator

Vishaal Tummala, CFP®

Wealth Associate

Brian Wendt

Co-Manager, Client Service

Lee Ford

Information Technology Manager

Lauren Ross

Manager of Investment Operations

Jill Kaz, CFP®

Financial Planner

Joseph Thompson

Associate Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer