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Jarodd White

Wealth Associate

Jarodd comes to SWP with several years of operations and financial services experience. Through educational and work experiences he has gained valuable knowledge of the industry as well as providing exceptional client service. Jarodd works closely with SWP wealth advisors and financial planners to support client’s day to day needs, as well as their long-term plans.

Education

BBA in Marketing & Finance, University of Wisconsin-Milwaukee

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Toni Bregenzer

Manager of Risk & Client Service

Barry Spitzer

Business Development

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Vishaal Tummala

Wealth Associate

Michele Turner

Client Service Administrator

Jill Kaz, CFP®

Financial Planner

Kurtis Fluck

Investment Operations Analyst

Adam Rudolph, CFP®

Associate Wealth Advisor

Ben Smith, CFP®

Wealth Advisor

Whitney Beswick

Operations Associate

Lee Ford

Manager of Operations & Client Service

Brian Wendt

Client Service Administrator

Marcie Nach, CFP®

Financial Planner

Joanna Hurley

Receptionist

Betsy Wellington

Client Service Administrator

Mark Weil, CFP®

Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Kathy Klein, CFP®

Wealth Advisor

Lauren Ross

Investment Operations Analyst

Tom Buhrmann, CIMA®

Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Jaclyn Simon

Client Service Administrator

Dennis Barron

Marketing & Communications Coordinator

Gabrielle Wagor

Receptionist & Administrative Assistant