Michele Turner_Temporary

Michele Turner

Client Service Administrator

As the point person for client requests, Michele takes pride in providing top-notch service. With her commitment to accuracy and efficiency, she strives to offer clients peace of mind and superior client service. With over 18 years of experience in the financial services industry, Michele brings a wealth of knowledge to her role at SWP. She appreciates that SWP shares her commitment to service by focusing on improving the client experience and utilizing technology to increase efficiencies.

Outside of the office, Michele enjoys knitting, all things Harry Potter related, and spending time with her Pomeranian. As an avid Milwaukee Brewers fan, she loves to attend as many games as possible.

Favorite Quote

“Alis Volat Propiis (She Flies With Her Own Wings)” – State of Oregon’s Official Motto

Education

BA in Business Marketing, University of Wisconsin-Milwaukee

Jaclyn Simon

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Andrew Cohn, AIF®

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Toni Bregenzer

Risk and Compliance Manager

Lindsay Pflug

Manager of Training & Process Development

Adam Rudolph, CFP®

Associate Wealth Advisor

Jenny Jesse

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John Mariscalco, CFA®

Associate Wealth Advisor

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Cory Rappaport, CPA

Associate Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Betsy Wellington

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Lauren Ross

Manager of Investment Operations

Wendy Sabul-Mintzer

Operations Associate

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Jill Kaz, CFP®

Financial Planner

Whitney Beswick

Operations Associate

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Mark Weil, CFP®

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Dennis Barron

Marketing & Communications Coordinator

Brian Wendt

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Joanna Hurley

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Mary Berman

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William M. Perry, CFP®

Senior Wealth Advisor

Lee Ford

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Joseph Thompson

Associate Wealth Advisor

Kathy Klein, CFP®

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Vishaal Tummala, CFP®

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