Joanna Hurley


Joanna is often the first person clients reach when calling or visiting the office.  She uses her enthusiastic energy to get to know clients and better understand their needs and preferences. The collaborative environment at SWP allows Joanna the enjoyment of interacting with various team members on a wide range of tasks and projects.

Prior to joining SWP, Joanna fulfilled patients’ administrative needs at a dental office. She finds great satisfaction in helping a variety of people and getting to hear their stories.

Joanna has spent several years in the Deerfield area raising her children. She is an avid gardener of herbs and flowers and also spends time cooking and crocheting.

Favorite Quote

“No matter where you go, there you are.” – Confucius


BA Political Science and Government, University of South Alabama

Dennis Barron

Marketing & Communications Coordinator

Tom Buhrmann, CIMA®

Wealth Advisor

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Lauren Ross

Investment Operations Analyst

Lee Ford

Manager of Operations & Client Service

Lindsay Pflug

Manager of Training & Process Development

Kathy Klein, CFP®

Wealth Advisor

Kurtis Fluck

Investment Operations Analyst

Vishaal Tummala

Wealth Associate

Brian Wendt

Client Service Administrator

Gabrielle Wagor

Receptionist & Administrative Assistant

Jill Kaz, CFP®

Financial Planner

Barry Spitzer

Business Development

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Jarodd White

Wealth Associate

Betsy Wellington

Client Service Administrator

Toni Bregenzer

Manager of Risk & Client Service

Whitney Beswick

Operations Associate

Marcie Nach, CFP®

Financial Planner

Mark Weil, CFP®

Wealth Advisor

Jaclyn Simon

Client Service Administrator

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Ben Smith, CFP®

Wealth Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

Eli Friedman

Senior Client Service Administrator