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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

Cory Rappaport, CPA

Wealth Associate

John Mariscalco, CFA®

Associate Wealth Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

Mary Berman

Client Service Administrator

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Toni Bregenzer

Manager of Risk & Client Service

Brian Wendt

Client Service Administrator

Joanna Hurley


Kathy Klein, CFP®

Wealth Advisor

Vishaal Tummala, CFP®

Wealth Associate

Jaclyn Simon

Client Service Administrator

Michele Turner

Client Service Administrator

Mary Ann Sendik

Client Service Administrator

Marcie Nach, CFP®

Financial Planner

Lauren Ross

Investment Operations Analyst

Lee Ford

Manager of Operations & Client Service

A.J. Price, CPA, CFP®

Associate Wealth Advisor

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Tom Buhrmann, CIMA®

Wealth Advisor

Betsy Wellington

Client Service Administrator

Lindsay Pflug

Manager of Training & Process Development

Mark Weil, CFP®

Wealth Advisor

Dennis Barron

Marketing & Communications Coordinator

Jill Kaz, CFP®

Financial Planner

Whitney Beswick

Operations Associate