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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

Lauren Ross

Investment Operations Analyst

Jaclyn Simon

Client Service Administrator

Vishaal Tummala, CFP®

Wealth Associate

Mary Ann Sendik

Client Service Administrator

Michele Turner

Client Service Administrator

Kathy Klein, CFP®

Wealth Advisor

John Mariscalco, CFA®

Associate Wealth Advisor

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Gabrielle Wagor

Receptionist & Administrative Assistant

Mark Weil, CFP®

Wealth Advisor

Mary Berman

Client Service Administrator

Adam Rudolph, CFP®

Associate Wealth Advisor

Brian Wendt

Client Service Administrator

Tom Buhrmann, CIMA®

Wealth Advisor

Betsy Wellington

Client Service Administrator

Cory Rappaport, CPA

Wealth Associate

Jill Kaz, CFP®

Financial Planner

Lindsay Pflug

Manager of Training & Process Development

Toni Bregenzer

Manager of Risk & Client Service

Dennis Barron

Marketing & Communications Coordinator

Whitney Beswick

Operations Associate

Joanna Hurley

Receptionist

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Marcie Nach, CFP®

Financial Planner