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

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Vishaal Tummala

Wealth Associate

Toni Bregenzer

Manager of Risk & Client Service

Mark Weil, CFP®

Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Lee Ford

Manager of Operations & Client Service

Dennis Barron

Marketing & Communications Coordinator

Betsy Wellington

Client Service Administrator

Jill Kaz, CFP®

Financial Planner

Adam Rudolph, CFP®

Associate Wealth Advisor

Eli Friedman

Senior Client Service Administrator

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Jarodd White

Wealth Associate

Barry Spitzer

Business Development

Kathy Klein, CFP®

Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Tom Buhrmann, CIMA®

Wealth Advisor

Gabrielle Wagor

Receptionist & Administrative Assistant

Brian Wendt

Client Service Administrator

Ben Smith, CFP®

Wealth Advisor

Joanna Hurley

Receptionist

Lauren Ross

Investment Operations Analyst

Lindsay Pflug

Manager of Training & Process Development

Whitney Beswick

Operations Associate

Kurtis Fluck

Investment Operations Analyst