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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

Barry Spitzer

Business Development

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Mark Weil, CFP®

Wealth Advisor

Ben Smith, CFP®

Wealth Advisor

Whitney Beswick

Operations Associate

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Jill Kaz, CFP®

Financial Planner

Lauren Ross

Investment Operations Analyst

Gabrielle Wagor

Receptionist & Administrative Assistant

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Marcie Nach, CFP®

Financial Planner

Eli Friedman

Senior Client Service Administrator

Kurtis Fluck

Investment Operations Analyst

Dennis Barron

Marketing & Communications Coordinator

Tom Buhrmann, CIMA®

Wealth Advisor

Toni Bregenzer

Manager of Risk & Client Service

Jarodd White

Wealth Associate

Jaclyn Simon

Client Service Administrator

Brian Wendt

Client Service Administrator

Vishaal Tummala

Wealth Associate

Kathy Klein, CFP®

Wealth Advisor

Joanna Hurley

Receptionist

Betsy Wellington

Client Service Administrator

Adam Rudolph, CFP®

Associate Wealth Advisor