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

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Financial Planner

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Client Service Administrator

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Client Service Administrator

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Principal & Chief Solutions Officer

Toni Bregenzer

Manager of Risk & Client Service

Marcie Nach, CFP®

Financial Planner

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Receptionist & Marketing/Events Associate

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Senior Client Service Administrator

Cory Rappaport, CPA

Wealth Associate

Mary Ann Sendik

Client Service Administrator

John Mariscalco, CFA®

Associate Wealth Advisor

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Client Service Administrator

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A.J. Price, CPA, CFP®

Associate Wealth Advisor

Tom Buhrmann, CIMA®

Wealth Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

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Operations Associate

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Jaclyn Simon

Senior Client Service Administrator

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Wealth Associate

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Wealth Associate

Kathy Klein, CFP®

Wealth Advisor

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Retirement Plan Advisor

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