SWPWI030618_153_Lee_ForWeb

Lee Ford

Manager of Operations & Client Service

Lee manages SWP’s Wisconsin office. He devotes his time to daily operations, reporting services, client service and special projects. Lee’s background includes trading, performance measurement, trust services, and information technology services.

Education

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

Lindsay Pflug

Manager of Training & Process Development

Jaclyn Simon

Client Service Administrator

Brian Wendt

Client Service Administrator

Adam Rudolph, CFP®

Associate Wealth Advisor

Tom Buhrmann, CIMA®

Wealth Advisor

Kathy Klein, CFP®

Wealth Advisor

Dennis Barron

Marketing & Communications Coordinator

Barry Spitzer

Business Development

Toni Bregenzer

Manager of Risk & Client Service

Lauren Ross

Investment Operations Analyst

Whitney Beswick

Operations Associate

Mark Weil, CFP®

Wealth Advisor

Kurtis Fluck

Investment Operations Analyst

Marcie Nach, CFP®

Financial Planner

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Gabrielle Wagor

Receptionist & Administrative Assistant

Jill Kaz, CFP®

Financial Planner

Jarodd White

Wealth Associate

Betsy Wellington

Client Service Administrator

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Joanna Hurley

Receptionist

Vishaal Tummala

Wealth Associate

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Michele Turner

Client Service Administrator

Ben Smith, CFP®

Wealth Advisor