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


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


Professional Designations


Jenny Jesse

Client Service Administrator

Brian Wendt

Co-Manager, Client Service

Vishaal Tummala, CFP®

Wealth Associate

Wendy Sabul-Mintzer

Operations Associate

Adam Rudolph, CFP®

Associate Wealth Advisor

Michele Turner

Client Service Administrator

Kathy Klein, CFP®

Wealth Advisor

Dennis Barron

Marketing & Communications Coordinator

Jill Kaz, CFP®

Financial Planner

Mary Berman

Client Service Administrator

Toni Bregenzer

Risk and Compliance Manager

Joseph Thompson

Associate Wealth Advisor

Cory Rappaport, CPA

Associate Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Marcie Nach, CFP®

Financial Planner

Lauren Ross

Manager of Investment Operations

Lee Ford

Information Technology Manager

Whitney Beswick

Operations Associate

Mark Weil, CFP®

Wealth Advisor

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Andrew Cohn, AIF®

Retirement Plan Advisor

Jaclyn Simon

Co-Manager, Client Service

Gabrielle Wagor

Receptionist & Marketing/Events Associate

William M. Perry, CFP®

Senior Wealth Advisor

John Mariscalco, CFA®

Associate Wealth Advisor

Betsy Wellington

Client Service Administrator

Joanna Hurley

Receptionist & Administrative Assistant