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Joanna Hurley

Receptionist & Administrative Assistant

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

Lauren Ross

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Lindsay Pflug

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Operations Associate

Kathy Klein, CFP®

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Information Technology Manager

Jaclyn Simon

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Andrew Cohn, C(k)P®, AIF®

Retirement Plan Advisor

Mary Berman

Client Service Administrator

Jill Kaz, CFP®

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Matthew Cox

Operations Associate

Wendy Sabul-Mintzer

Operations Associate

Joseph Thompson

Associate Wealth Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

Jenny Jesse

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Merrick Singer

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A.J. Price, CPA, CFP®

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Vishaal Tummala, CFP®

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Michele Turner

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Cory Rappaport, CPA

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Toni Bregenzer

Risk and Compliance Manager