SWPWI030618_161_Jarodd_ForWeb

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

Adam Rudolph, CFP®

Associate Wealth Advisor

Ben Smith, CFP®

Wealth Advisor

Mark Weil, CFP®

Wealth Advisor

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Jill Kaz, CFP®

Financial Planner

Marcie Nach, CFP®

Financial Planner

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Kurtis Fluck

Investment Operations Analyst

Eli Friedman

Senior Client Service Administrator

Toni Bregenzer

Manager of Risk & Client Service

Tom Buhrmann, CIMA®

Wealth Advisor

Betsy Wellington

Client Service Administrator

Brian Wendt

Client Service Administrator

Barry Spitzer

Business Development

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Gabrielle Wagor

Receptionist & Administrative Assistant

Whitney Beswick

Operations Associate

Joanna Hurley

Receptionist

Lauren Ross

Investment Operations Analyst

Jaclyn Simon

Client Service Administrator

Vishaal Tummala

Wealth Associate

Dennis Barron

Marketing & Communications Coordinator

Lindsay Pflug

Manager of Training & Process Development

Kathy Klein, CFP®

Wealth Advisor

Lee Ford

Manager of Operations & Client Service