Lindsay Pflug

Lindsay Pflug

Manager of Training & Process Development

Lindsay focuses on recruitment, training, and development of both people and procedures. She explores 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 works to enhance the employee experience.

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 such as helping a student accomplish something new or move past a fear, but, most importantly, she enjoyed watching her students have fun.

Outside of work, Lindsay and her husband and three young children love spending as much time outside as Chicago weather allows.

Favorite Quote

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


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


Professional Designations


Toni Bregenzer

Risk and Compliance Manager

Kathy Klein, CFP®

Wealth Advisor

Brian Wendt

Co-Manager, Client Service

Joanna Hurley

Receptionist & Administrative Assistant

Jenny Jesse

Client Service Administrator

Marcie Nach, CFP®

Financial Planner

Joseph Thompson

Associate Wealth Advisor

John Mariscalco, CFA®

Associate Wealth Advisor

Gabrielle Wagor

Marketing & Events Strategist

Wendy Sabul-Mintzer

Operations Associate

Jaclyn Simon

Co-Manager, Client Service

Merrick Singer

Client Service Administrator

Matthew Cox

Operations Associate

Lee Ford

Information Technology Manager

Vishaal Tummala, CFP®

Wealth Associate

Lauren Ross

Manager of Investment Operations

Mary Berman

Client Service Administrator

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

Andrew Cohn, C(k)P®, AIF®

Retirement Plan Advisor

Michele Turner

Client Service Administrator

Christina Cartes

Operations Associate

Cory Rappaport, CPA

Associate Wealth Advisor

Jill Kaz, CFP®

Financial Planner