Lindsay Pflug

Lindsay Pflug

Manager of Training & Process Development

Lindsay focuses on finding ways to help the SWP team perform more efficiently and productively within their roles by leveraging office systems and improving processes. Lindsay appreciates that SWP is forward-thinking and open to innovation as she explores new possibilities within the development, management and support of office systems.

Prior to joining SWP, Lindsay worked with students in the Northern Suburban Special Education District. Her role was to help the students become more independent by adapting teaching methods to the needs of each student. Lindsay enjoyed facing new challenges and solving problems like helping a student accomplish something new or move past a fear, but most importantly, she enjoyed watching her students have fun.

Lindsay and her husband have two sons, and they love spending as much time outside as Chicago weather allows.

Favorite Quote

“Whoever is happy will make others happy too.” – Anne Frank

Education

MA in Bioethics, Trinity International University
BA in Biology Pre-Medicine, Trinity International University

 

Professional Designations

SHRM CERTIFIED PROFESSIONAL

Toni Bregenzer

Manager of Risk & Client Service

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Lauren Ross

Manager of Investment Operations

Jill Kaz, CFP®

Financial Planner

Dennis Barron

Marketing & Communications Coordinator

Mark Weil, CFP®

Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Mary Berman

Client Service Administrator

Jenny Jesse

Client Service Administrator

Wendy Sabul-Mintzer

Operations Associate

Marcie Nach, CFP®

Financial Planner

Brian Wendt

Senior Client Service Administrator

Andrew Cohn, AIF®

Retirement Plan Advisor

Vishaal Tummala, CFP®

Wealth Associate

Jaclyn Simon

Senior Client Service Administrator

Kathy Klein, CFP®

Wealth Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

Joanna Hurley

Receptionist & Administrative Assistant

Joseph Thompson

Associate Wealth Advisor

Cory Rappaport, CPA

Wealth Associate

Whitney Beswick

Operations Associate

Michele Turner

Client Service Administrator

Lee Ford

Manager of Operations & Client Service

William M. Perry, CFP®

Senior Wealth Advisor

John Mariscalco, CFA®

Associate Wealth Advisor

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Betsy Wellington

Client Service Administrator