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


BA Political Science and Government, University of South Alabama

Brian Wendt

Senior Client Service Administrator

Kathy Klein, CFP®

Wealth Advisor

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Jenny Jesse

Client Service Administrator

Marcie Nach, CFP®

Financial Planner

John Mariscalco, CFA®

Associate Wealth Advisor

Wendy Sabul-Mintzer

Operations Associate

Whitney Beswick

Operations Associate

Jill Kaz, CFP®

Financial Planner

Lee Ford

Manager of Operations & Client Service

Dennis Barron

Marketing & Communications Coordinator

Jaclyn Simon

Senior Client Service Administrator

Mary Berman

Client Service Administrator

Michele Turner

Client Service Administrator

Mark Weil, CFP®

Wealth Advisor

Lauren Ross

Manager of Investment Operations

Toni Bregenzer

Manager of Risk & Client Service

Lindsay Pflug

Manager of Training & Process Development

Adam Rudolph, CFP®

Associate Wealth Advisor

Joseph Thompson

Wealth Associate

Cory Rappaport, CPA

Wealth Associate

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Vishaal Tummala, CFP®

Wealth Associate

Betsy Wellington

Client Service Administrator

Andrew Cohn, AIF®

Retirement Plan Advisor