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

Gabrielle Wagor

Receptionist & Marketing/Events Associate

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Michele Turner

Client Service Administrator

Lauren Ross

Manager of Investment Operations

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Brian Wendt

Client Service Administrator

Tom Buhrmann, CIMA®

Wealth Advisor

Whitney Beswick

Operations Associate

Mark Weil, CFP®

Wealth Advisor

Lee Ford

Manager of Operations & Client Service

Cory Rappaport, CPA

Wealth Associate

Lindsay Pflug

Manager of Training & Process Development

Vishaal Tummala, CFP®

Wealth Associate

Adam Rudolph, CFP®

Associate Wealth Advisor

Mary Ann Sendik

Client Service Administrator

Jill Kaz, CFP®

Financial Planner

Mary Berman

Client Service Administrator

Toni Bregenzer

Manager of Risk & Client Service

Marcie Nach, CFP®

Financial Planner

Kathy Klein, CFP®

Wealth Advisor

Jaclyn Simon

Client Service Administrator

Wendy Sabul-Mintzer

Operations Associate

Betsy Wellington

Client Service Administrator

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Dennis Barron

Marketing & Communications Coordinator

John Mariscalco, CFA®

Associate Wealth Advisor