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Wendy Sabul-Mintzer

Operations Associate

Wendy strives to ensure clients’ financial data is accurate to maximize effectiveness for clients and the SWP team. She values the firm’s client-centric culture and enjoys working on a team that puts the clients’ needs first.

Wendy spent most of her career in the insurance industry. More recently, she worked in retail at Stuart Weitzman and Chico’s. What has remained consistent for Wendy throughout her experiences is her passion for developing strong relationships and making people feel good.

Wendy enjoys traveling to visit family on both the East and West coasts as well as the more distant locations when time allows. Outside of work, you can often find Wendy reading, walking, or spending time with friends and family.

Favorite Quote

“Life is an opportunity, benefit from it. Life is beauty, admire it. Life is a dream, realize it. Life is a challenge, meet it. Life is a duty, complete it. Life is a game, play it. Life is a promise, fulfill it. Life is sorrow, overcome it. Life is a song, sing it. Life is a struggle, accept it. Life is a tragedy, confront it. Life is an adventure, dare it. Life is luck, make it. Life is too precious, do not destroy it. Life is life, fight for it.” – Mother Teresa

Education

BS in Education, Indiana University

Joseph Thompson

Associate Wealth Advisor

Andrew Cohn, AIF®

Retirement Plan Advisor

Jill Kaz, CFP®

Financial Planner

Mark Weil, CFP®

Wealth Advisor

John Mariscalco, CFA®

Associate Wealth Advisor

Whitney Beswick

Operations Associate

Lindsay Pflug

Manager of Training & Process Development

Michele Turner

Client Service Administrator

Kathy Klein, CFP®

Wealth Advisor

Lauren Ross

Manager of Investment Operations

Mary Berman

Client Service Administrator

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

Vishaal Tummala, CFP®

Wealth Associate

Betsy Wellington

Client Service Administrator

Marcie Nach, CFP®

Financial Planner

Dennis Barron

Marketing & Communications Coordinator

Lee Ford

Information Technology Manager

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Cory Rappaport, CPA

Associate Wealth Advisor

Brian Wendt

Co-Manager, Client Service

Jaclyn Simon

Co-Manager, Client Service

William M. Perry, CFP®

Senior Wealth Advisor

Jenny Jesse

Client Service Administrator

Toni Bregenzer

Risk and Compliance Manager

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Joanna Hurley

Receptionist & Administrative Assistant