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

Vishaal Tummala, CFP®

Wealth Associate

Jill Kaz, CFP®

Financial Planner

John Mariscalco, CFA®

Associate Wealth Advisor

Kathy Klein, CFP®

Wealth Advisor

Brian Wendt

Co-Manager, Client Service

Lindsay Pflug

Manager of Training & Process Development

Joanna Hurley

Receptionist & Administrative Assistant

Christina Cartes

Operations Associate

Mary Berman

Client Service Administrator

Cory Rappaport, CPA

Associate Wealth Advisor

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Andrew Cohn, C(k)P®, AIF®

Retirement Plan Advisor

Jenny Jesse

Client Service Administrator

Matthew Cox

Operations Associate

Merrick Singer

Client Service Administrator

Adam Rudolph, CFP®

Associate Wealth Advisor

Lauren Ross

Manager of Investment Operations

Marcie Nach, CFP®

Financial Planner

Gabrielle Wagor

Marketing & Events Strategist

Joseph Thompson

Associate Wealth Advisor

Jaclyn Simon

Co-Manager, Client Service

Wendy Sabul-Mintzer

Operations Associate

Lee Ford

Information Technology Manager

Toni Bregenzer

Risk and Compliance Manager