Toni Bregenzer

Toni Bregenzer

Manager of Risk & Client Service

Toni oversees a number of ongoing operations from a financial and compliance perspective. Her mission at SWP is to minimize potential risks to clients, and to the firm, by analyzing current practices and identifying opportunities to improve information security.

In addition to her finance and compliance responsibilities, Toni works on special projects that may involve mergers/tuck-in acquisitions, custodians, firm technology, etc. Toni brings unique cross-functional expertise to the role. In the prior six years, she worked closely with SWP clients as Client Service Manager.

Toni lives in Hoboken, New Jersey and is a frequent traveler. She likes to visit with her family in Illinois and at her family’s cabin in Minnesota. At the cabin, Toni and her family indulge in all things outdoors, especially fishing and kayaking. Toni also tries to venture to at least one beach resort per year – but of course never the same place twice.

Favorite Quote

Whatever you are, be a good one.

Education

Attended DePaul University

Marcie Nach, CFP®

Financial Planner

Wendy Sabul-Mintzer

Operations Associate

Whitney Beswick

Operations Associate

A.J. Price, CPA, CFP®

Associate Wealth Advisor

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Marketing & Communications Coordinator

Jaclyn Simon

Client Service Administrator

Mary Ann Sendik

Client Service Administrator

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Principal & Chief Solutions Officer

Lindsay Pflug

Manager of Training & Process Development

Jill Kaz, CFP®

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Joanna Hurley

Receptionist & Administrative Assistant

Mary Berman

Client Service Administrator

Brian Wendt

Client Service Administrator

Vishaal Tummala, CFP®

Wealth Associate

Mark Weil, CFP®

Wealth Advisor

Kathy Klein, CFP®

Wealth Advisor

Betsy Wellington

Client Service Administrator

Lauren Ross

Manager of Investment Operations

Cory Rappaport, CPA

Wealth Associate

Tom Buhrmann, CIMA®

Wealth Advisor

Lee Ford

Manager of Operations & Client Service

John Mariscalco, CFA®

Associate Wealth Advisor

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Michele Turner

Client Service Administrator

Adam Rudolph, CFP®

Associate Wealth Advisor