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Wendy Sabul-Mintzer


Whether you call or visit the office, Wendy is here to make you feel welcome and cared for. In addition to creating a friendly and professional client experience, Wendy supports SWP in various projects and operational tasks. She values the firm’s strong 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 reliable 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


BS in Education, Indiana University

Gabrielle Wagor

Receptionist & Administrative Assistant

Jill Kaz, CFP®

Financial Planner

Tom Buhrmann, CIMA®

Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Jarodd White

Wealth Associate

Betsy Wellington

Client Service Administrator

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Whitney Beswick

Operations Associate

Lauren Ross

Investment Operations Analyst

Toni Bregenzer

Manager of Risk & Client Service

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Mark Weil, CFP®

Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Joanna Hurley


Lee Ford

Manager of Operations & Client Service

Adam Rudolph, CFP®

Associate Wealth Advisor

Kathy Klein, CFP®

Wealth Advisor

Kurtis Fluck

Investment Operations Analyst

Eli Friedman

Senior Client Service Administrator

Jaclyn Simon

Client Service Administrator

Dennis Barron

Marketing & Communications Coordinator

Brian Wendt

Client Service Administrator

Barry Spitzer

Business Development

Ben Smith, CFP®

Wealth Advisor

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Vishaal Tummala

Wealth Associate