Our local offices are staffed with highly qualified professionals who meet with you and take the time to get to know and understand the financial issues that concern you. They work with you to develop the best strategies and tactics for your particular needs and concerns - you'll never get a "generic" recommendation from SWM but always one that's just right for you! Our Headquarters provides additional skilled experts available to support our local offices when needed.

CORPORATE

Angelo Alleca
Principal, Chief Operating Officer
Chief Compliance Officer

Dave Gearhart,
Attorney at Law
General Counsel

Bill Kovacs
Attorney at Law General Counsel
Director of Compliance

Carrie L. Mistina, MSA, MST
Director of Finance and Accounting

.......................................................

ATLANTA

Angelo Alleca
Principal, Chief Operating Officer
Chief Compliance Officer

Scarlott L. Cagle, CFP®, MS-PFP
NAPFA-Registered Financial Advisor and Portfolio Manager

Wendy Liverant, CFP®, MBA
Senior Financial Planner

Martin M. Lysaght
Investment Manager

Rebecca Phillips, CFP®
Portfolio Manager

David Sammons, CPA
Portfolio Manager/Tax Advisor

Debbie Boyce
Client Service Representative

Katheryn Crane
Office Administrator

.......................................................

BEVERLY HILLS

Paul Woods
Managing Director

Bryan Wisda, CFP®
Senior Financial Planner

Jacqueline Yapp
Client Service Administrator

CHICAGO

F. Bill Billimoria, MBA, CPA/PFS, CFP®
Senior Financial Advisor and Portfolio Manager

Mike Wolcott, CFA
Portfolio Manager

Neha Howery
Research Analyst

Lester Szlendak, MBA
Portfolio Accounting and Reporting

Ryan Allen
Portfolio Accounting and Software

Helen Billimoria
Administrative Manager

.......................................................

FLORIDA OFFICES
Orlando & Naples

Mitchell Levin, MD, CWPP™, CAPP™
CEO and Managing Director

Carrie L. Mistina, MSA, MST
Director of Finance and Accounting

Peter L. Chamberlain, Ph.D.
Senior Financial Advisor

Jason Print, CFP®
Lead Advisor

Chad Warrick
Lead Advisor

Ben Zoutendijk, CFA, MS, CFP®
Lead Advisor

Winifred Davenport
Client Service Representative

Kyle Johnson
Client Service Representative

Teresa Turner
Accounting Clerk

Catherine Hicks
Administrative Assistant

.......................................................

SAN ANTONIO OFFICE

Tammy Coppage
Director of Client Services

John Eaton, CFP®
Senior Financial Planner

Roddy Harlow, CPA
Director of Planning and Taxation

Chris Holden
Portfolio Manager

Allan Riggs, CFP®
Senior Financial Planner

Diana Criss
Client Services Representative

Monica Hyatt
Administrative Manager