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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

Michele Turner

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Marcie Nach, CFP®

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Cory Rappaport, CPA

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Adam Rudolph, CFP®

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Dennis Barron

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Joanna Hurley

Receptionist & Administrative Assistant

John Mariscalco, CFA®

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Kathy Klein, CFP®

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Mark Weil, CFP®

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Lauren Ross

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Jenny Jesse

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Gabrielle Wagor

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Jill Kaz, CFP®

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Lindsay Pflug

Manager of Training & Process Development

Jaclyn Simon

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A.J. Price, CPA, CFP®

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William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Andrew Cohn, AIF®

Retirement Plan Advisor

Lee Ford

Manager of Operations & Client Service