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

Lindsay Pflug

Manager of Training & Process Development

Joanna Hurley

Receptionist & Administrative Assistant

Kathy Klein, CFP®

Wealth Advisor

Michele Turner

Client Service Administrator

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Vishaal Tummala, CFP®

Wealth Associate

Adam Rudolph, CFP®

Associate Wealth Advisor

Whitney Beswick

Operations Associate

Jill Kaz, CFP®

Financial Planner

Marcie Nach, CFP®

Financial Planner

Betsy Wellington

Client Service Administrator

Cory Rappaport, CPA

Associate Wealth Advisor

John Mariscalco, CFA®

Associate Wealth Advisor

Jaclyn Simon

Co-Manager, Client Service

Jenny Jesse

Client Service Administrator

Dennis Barron

Marketing & Communications Coordinator

Mark Weil, CFP®

Wealth Advisor

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Toni Bregenzer

Risk and Compliance Manager

Wendy Sabul-Mintzer

Operations Associate

Lauren Ross

Manager of Investment Operations

Mary Berman

Client Service Administrator

Andrew Cohn, AIF®

Retirement Plan Advisor

Brian Wendt

Co-Manager, Client Service

William M. Perry, CFP®

Senior Wealth Advisor

Lee Ford

Information Technology Manager