SWPWI030618_153_Lee_ForWeb

Lee Ford

Information Technology Manager

Lee serves as the information technology manager for SWP. He devotes his time to system operations, troubleshooting, client service, and special projects. Lee has experience in 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 and his wife have a young daughter who helps to keep them young.

Favorite Quote

“Love takes off masks that we fear we cannot live without and know we cannot live within.” – James Baldwin

Education

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

Brian Wendt

Co-Manager, Client Service

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Jaclyn Simon

Co-Manager, Client Service

Jenny Jesse

Client Service Administrator

Christina Cartes

Operations Associate

Lauren Ross

Manager of Investment Operations

Vishaal Tummala, CFP®

Wealth Associate

Matthew Cox

Operations Associate

Mary Berman

Client Service Administrator

Lindsay Pflug

Manager of Training & Process Development

Merrick Singer

Client Service Administrator

John Mariscalco, CFA®

Associate Wealth Advisor

Michele Turner

Client Service Administrator

Wendy Sabul-Mintzer

Operations Associate

Joseph Thompson

Associate Wealth Advisor

Joanna Hurley

Receptionist & Administrative Assistant

Gabrielle Wagor

Marketing & Events Strategist

Andrew Cohn, C(k)P®, AIF®

Retirement Plan Advisor

Toni Bregenzer

Risk and Compliance Manager

Cory Rappaport, CPA

Associate Wealth Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Jill Kaz, CFP®

Financial Planner

Kathy Klein, CFP®

Wealth Advisor