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Lee Ford

Information Technology Manager

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

Education

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

John Mariscalco, CFA®

Associate Wealth Advisor

Wendy Sabul-Mintzer

Operations Associate

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Betsy Wellington

Client Service Administrator

Jenny Jesse

Client Service Administrator

Kathy Klein, CFP®

Wealth Advisor

Andrew Cohn, AIF®

Retirement Plan Advisor

Whitney Beswick

Operations Associate

Lauren Ross

Manager of Investment Operations

Vishaal Tummala, CFP®

Wealth Associate

William M. Perry, CFP®

Senior Wealth Advisor

Joanna Hurley

Receptionist & Administrative Assistant

Adam Rudolph, CFP®

Associate Wealth Advisor

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Brian Wendt

Co-Manager, Client Service

Marcie Nach, CFP®

Financial Planner

Michele Turner

Client Service Administrator

Dennis Barron

Marketing & Communications Coordinator

Jaclyn Simon

Co-Manager, Client Service

Mark Weil, CFP®

Wealth Advisor

Toni Bregenzer

Risk and Compliance Manager

Mary Berman

Client Service Administrator

Cory Rappaport, CPA

Associate Wealth Advisor

Joseph Thompson

Associate Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Jill Kaz, CFP®

Financial Planner