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

Whitney Beswick

Operations Associate

Jaclyn Simon

Client Service Administrator

Jill Kaz, CFP®

Financial Planner

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Toni Bregenzer

Manager of Risk & Client Service

Andrew Cohn, AIF®

Retirement Plan Advisor

Wendy Sabul-Mintzer

Operations Associate

Lindsay Pflug

Manager of Training & Process Development

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Cory Rappaport, CPA

Wealth Associate

Dennis Barron

Marketing & Communications Coordinator

Joanna Hurley

Receptionist & Administrative Assistant

Gabrielle Wagor

Receptionist & Marketing/Events Associate

John Mariscalco, CFA®

Associate Wealth Advisor

Mary Ann Sendik

Client Service Administrator

Joseph Thompson

Wealth Associate

Mark Weil, CFP®

Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Mary Berman

Client Service Administrator

Tom Buhrmann, CIMA®

Wealth Advisor

Betsy Wellington

Client Service Administrator

Lee Ford

Manager of Operations & Client Service

Adam Rudolph, CFP®

Associate Wealth Advisor

Vishaal Tummala, CFP®

Wealth Associate

Lauren Ross

Manager of Investment Operations

Kathy Klein, CFP®

Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Brian Wendt

Client Service Administrator