Mary Berman_Temporary

Mary Berman

Client Service Administrator

With a passion for developing relationships and a background in accounting, Mary takes great pride in her role as a Client Service Administrator. She is responsible for supporting SWP Wealth Advisors in all aspects of client service, including the setup and maintenance of accounts, and completion of paperwork processing. Her goal is to ensure that each client receives premier service.

Mary appreciates SWP’s philosophy and approach to client service. She understands that client relationships are not one time transactions, but rather, an ongoing process. She collaborates with other SWP team members to understand and address each client’s unique needs. Serving as a resource for clients and finding solutions to their inquiries is one of the most rewarding aspects of her position.

Away from the office, Mary enjoys playing tennis, exploring different dining options, wine tasting, and visiting her children. She has been active in many charities, organizations, and clubs over the years.

Favorite Quote

Keep calm and carry on


BS in Accounting, Indiana University-Purdue University Indianapolis


John Mariscalco, CFA®

Associate Wealth Advisor

Whitney Beswick

Operations Associate

William M. Perry, CFP®

Senior Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Cory Rappaport, CPA

Associate Wealth Advisor

Jill Kaz, CFP®

Financial Planner

Vishaal Tummala, CFP®

Wealth Associate

Joseph Thompson

Associate Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Kathy Klein, CFP®

Wealth Advisor

Toni Bregenzer

Risk and Compliance Manager

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Lee Ford

Information Technology Manager

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Joanna Hurley

Receptionist & Administrative Assistant

Dennis Barron

Marketing & Communications Coordinator

Jaclyn Simon

Co-Manager, Client Service

Lauren Ross

Manager of Investment Operations

Andrew Cohn, AIF®

Retirement Plan Advisor

Brian Wendt

Co-Manager, Client Service

Wendy Sabul-Mintzer

Operations Associate

Marcie Nach, CFP®

Financial Planner

Mark Weil, CFP®

Wealth Advisor

Jenny Jesse

Client Service Administrator

Betsy Wellington

Client Service Administrator

Michele Turner

Client Service Administrator

Adam Rudolph, CFP®

Associate Wealth Advisor