Joe Thompson_Temporary2

Joseph Thompson

Associate Wealth Advisor

Joe collaborates with our advisors to develop a client’s long-term financial plans.  He enjoys establishing relationships and helping people meet their financial goals while providing an exceptional client experience.

Before joining SWP, he worked for a group of independent advisors developing financial plans with an emphasis on investment management and tax planning. He leverages these skills in his role at SWP.

When not in the office, you can find Joe next to a BBQ smoker or outdoors exploring local hiking trails.

Favorite Quote

“Don’t compare yourself with anyone in this world…if you do so, you are insulting yourself.” – Bill Gates

Education

BA in Economics, University of Wisconsin-Milwaukee

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Brian Wendt

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A.J. Price, CPA, CFP®

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Kathy Klein, CFP®

Wealth Advisor

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Co-Manager, Client Service

Lauren Ross

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Merrick Singer

Client Service Administrator

Joanna Hurley

Receptionist & Administrative Assistant

Jill Kaz, CFP®

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Andrew Cohn, C(k)P®, AIF®

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Client Service Administrator

Wendy Sabul-Mintzer

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Matthew Cox

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Marcie Nach, CFP®

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Lindsay Pflug

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Cory Rappaport, CPA

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Christina Cartes

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John Mariscalco, CFA®

Associate Wealth Advisor

Jenny Jesse

Client Service Administrator

Vishaal Tummala, CFP®

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Risk and Compliance Manager

Gabrielle Wagor

Marketing & Events Strategist