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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

Adam Rudolph, CFP®

Associate Wealth Advisor

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Jaclyn Simon

Client Service Administrator

Tom Buhrmann, CIMA®

Wealth Advisor

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Dennis Barron

Marketing & Communications Coordinator

Joanna Hurley

Receptionist & Administrative Assistant

Mark Weil, CFP®

Wealth Advisor

Joseph Thompson

Wealth Associate

Lindsay Pflug

Manager of Training & Process Development

Lauren Ross

Manager of Investment Operations

Mary Ann Sendik

Client Service Administrator

Toni Bregenzer

Manager of Risk & Client Service

Gabrielle Wagor

Receptionist & Marketing/Events Associate

John Mariscalco, CFA®

Associate Wealth Advisor

Vishaal Tummala, CFP®

Wealth Associate

Jill Kaz, CFP®

Financial Planner

Betsy Wellington

Client Service Administrator

Michele Turner

Client Service Administrator

Cory Rappaport, CPA

Wealth Associate

Mary Berman

Client Service Administrator

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Whitney Beswick

Operations Associate

Kathy Klein, CFP®

Wealth Advisor

Andrew Cohn, AIF®

Retirement Plan Advisor

Brian Wendt

Client Service Administrator

Wendy Sabul-Mintzer

Operations Associate

Marcie Nach, CFP®

Financial Planner