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

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Kathy Klein, CFP®

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Mark Weil, CFP®

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Vishaal Tummala, CFP®

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Jill Kaz, CFP®

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Wendy Sabul-Mintzer

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Michele Turner

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Jenny Jesse

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A.J. Price, CPA, CFP®

Associate Wealth Advisor

John Mariscalco, CFA®

Associate Wealth Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Toni Bregenzer

Manager of Risk & Client Service

Lauren Ross

Manager of Investment Operations

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Whitney Beswick

Operations Associate

Mary Berman

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Dennis Barron

Marketing & Communications Coordinator

Betsy Wellington

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Marcie Nach, CFP®

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Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Lindsay Pflug

Manager of Training & Process Development

Brian Wendt

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Joseph Thompson

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Lee Ford

Manager of Operations & Client Service

Joanna Hurley

Receptionist & Administrative Assistant

Andrew Cohn, AIF®

Retirement Plan Advisor