SWPWI030618_153_Lee_ForWeb

Lee Ford

Manager of Operations & Client Service

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

Brian Wendt

Senior Client Service Administrator

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

John Mariscalco, CFA®

Associate Wealth Advisor

Cory Rappaport, CPA

Wealth Associate

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Kathy Klein, CFP®

Wealth Advisor

Lauren Ross

Manager of Investment Operations

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Vishaal Tummala, CFP®

Wealth Associate

Whitney Beswick

Operations Associate

Joseph Thompson

Wealth Associate

Betsy Wellington

Client Service Administrator

Marcie Nach, CFP®

Financial Planner

Joanna Hurley

Receptionist & Administrative Assistant

Jill Kaz, CFP®

Financial Planner

Lindsay Pflug

Manager of Training & Process Development

Adam Rudolph, CFP®

Associate Wealth Advisor

Mark Weil, CFP®

Wealth Advisor

Mary Berman

Client Service Administrator

Dennis Barron

Marketing & Communications Coordinator

Andrew Cohn, AIF®

Retirement Plan Advisor

Toni Bregenzer

Manager of Risk & Client Service

Michele Turner

Client Service Administrator

Jenny Jesse

Client Service Administrator

Wendy Sabul-Mintzer

Operations Associate

Jaclyn Simon

Senior Client Service Administrator

Gabrielle Wagor

Receptionist & Marketing/Events Associate