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Joanna Hurley

Receptionist

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

 Education

BA Political Science and Government, University of South Alabama

Gabrielle Wagor

Receptionist & Administrative Assistant

Brian Wendt

Client Service Administrator

Cory Rappaport, CPA

Wealth Associate

Kathy Klein, CFP®

Wealth Advisor

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Michele Turner

Client Service Administrator

Mary Ann Sendik

Client Service Administrator

Marcie Nach, CFP®

Financial Planner

Lindsay Pflug

Manager of Training & Process Development

Betsy Wellington

Client Service Administrator

Jill Kaz, CFP®

Financial Planner

Lauren Ross

Investment Operations Analyst

Lee Ford

Manager of Operations & Client Service

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Toni Bregenzer

Manager of Risk & Client Service

Mark Weil, CFP®

Wealth Advisor

Dennis Barron

Marketing & Communications Coordinator

Mary Berman

Client Service Administrator

Vishaal Tummala, CFP®

Wealth Associate

Tom Buhrmann, CIMA®

Wealth Advisor

Jaclyn Simon

Client Service Administrator

John Mariscalco, CFA®

Associate Wealth Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

Whitney Beswick

Operations Associate