Lee Ford

Manager of Operations & Client Service

Lee serves as the manager for SWP’s Wisconsin office. He devotes his time to daily operations, reporting services, client service, and special projects. Lee has experience in trading, performance measurement, trust services, and information technology services – all of which he is involved with in his current role.

Lee has been in the financial services industry for over 20 years. Before joining the firm, he spent time at other RIA firms in the Milwaukee area. He began his career in the trust department of a large Milwaukee banking institution, where he gained valuable knowledge in multiple aspects of finance that he continues to use today.

Out of the office, Lee loves to travel and spend time with family and friends. He is an avid pool player and participates in leagues and pool tournaments when time permits. He is engaged to be married with a 2-year-old daughter who is keeping him young.

Favorite Quote

“The best way to cheer yourself up is to try to cheer somebody else up.” – Mark Twain


BBA in Marketing, University of Wisconsin-Milwaukee
Master of Information Systems Management, Keller Graduate School of Management

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Associate Wealth Advisor

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Kathy Klein, CFP®

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A.J. Price, CPA, CFP®

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Jill Kaz, CFP®

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Mark Weil, CFP®

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