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

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Tom Buhrmann, CIMA®

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William M. Perry, CFP®, CIMA®

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A.J. Price, CPA, CFP®

Associate Wealth Advisor

Vishaal Tummala

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Jill Kaz, CFP®

Financial Planner

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Joanna Hurley

Receptionist

Adam Rudolph, CFP®

Associate Wealth Advisor

Marcie Nach, CFP®

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Barry Spitzer

Business Development

Jarodd White

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Moira Fahey-Ullrich

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Lindsay Pflug

Manager of Training & Process Development

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Brian Wendt

Client Service Administrator