Jenny Jesse_Temporary

Jenny Jesse

Client Service Administrator

As a Client Service Administrator, Jenny works with clients on a variety of account maintenance tasks. She strives to give each client the best possible experience.

Jenny’s interest in finance started in high school after taking a class in personal finance. In college, she joined a wealth management club that allowed her to learn about the industry and discover her love of helping others plan and manage their finances. During her internship at SWP in the summer of 2019, she came to appreciate the firm’s team-based approach and client-centered planning.

When she’s not in the office, Jenny enjoys baking, hiking, and traveling to warm-weather destinations.

Favorite Quote

“Believe you can and you’re halfway there.” – Theodore Roosevelt

Education

BS in Personal Finance, University of Wisconsin-Madison

 

Brian Wendt

Co-Manager, Client Service

Cory Rappaport, CPA

Associate Wealth Advisor

Wendy Sabul-Mintzer

Operations Associate

Andrew Cohn, C(k)P®, AIF®

Retirement Plan Advisor

John Mariscalco, CFA®

Associate Wealth Advisor

Toni Bregenzer

Risk and Compliance Manager

Matthew Cox

Operations Associate

Christina Cartes

Operations Associate

Merrick Singer

Client Service Administrator

Lauren Ross

Manager of Investment Operations

Kathy Klein, CFP®

Wealth Advisor

Joanna Hurley

Receptionist & Administrative Assistant

Vishaal Tummala, CFP®

Wealth Associate

Adam Rudolph, CFP®

Associate Wealth Advisor

Michele Turner

Client Service Administrator

Marcie Nach, CFP®

Financial Planner

Gabrielle Wagor

Marketing & Events Strategist

Jill Kaz, CFP®

Financial Planner

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Joseph Thompson

Associate Wealth Advisor

Lee Ford

Information Technology Manager

Mary Berman

Client Service Administrator

Jaclyn Simon

Co-Manager, Client Service

Lindsay Pflug

Manager of Training & Process Development