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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.
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EXECUTIVE OFFICES
Angelo Alleca
Principal, Chief Operating Officer
Chairman, Investment Committee
Elliot S. Lipson, Ph.D., CFP®, CLU, ChFC
Director of Operations
Client Service Director
Bill Kovacs
Attorney at Law General Counsel
Director of Compliance
Lester Szlendak, MBA
Portfolio Accounting and Reporting
Ryan Allen
Portfolio Accounting and Software
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ALEXANDRIA OFFICE
Theresa Lee
Director of Operations
Katie Golden
Client Service Administrator
Scott Walker, CFA, CFP®
Senior Financial Planner
Client Service Director
Blaine Fritz, CFP®, CPA/PFS
Senior Financial Planner
Client Service Director
David Beatson, CFA
Investment Officer
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ATLANTA OFFICE
Angelo Alleca
Portfolio Manager
Martin M. Lysaght
Director of Sales
Wendy Liverant, CFP®, MBA
Senior Financial Planner
Client Service Director
Scarlott L. Cagle, MS-PFP, CFP®
Senior Financial Planner
Client Service Director
Lisa Penz
Client Services
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BEVERLY HILLS OFFICE
Jacqueline Yapp
Client Service Administrator
Brian Wisda, CFP®
Senior Financial Planner
Client Service Director
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CHICAGO OFFICE
F. Bill Billimoria, MBA, CPA/PFS, CFP®
Senior Financial Advisor & Portfolio Manager
Client Service Director
Dave Gearhart, MBA, CPA
Senior Financial Advisor & Portfolio Manager
Jason Print, CFP®
Financial Advisor
Client Service Director
Helen Billimoria
Administrative Manager
The Freedom Experience
Chad Tennant
Trusted Advisor
Mark Little
Partner
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NAPLES OFFICE
Jason Print, CFP®
Financial Planner
Portfolio Manager
Client Service Director
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ORLANDO OFFICE
Peter L. Chamberlain, Ph.D.
Senior Financial Advisor
Client Service Director
Chad Warrick
Candidate Financial Planner
Ben Zoutendijk, CFA, MS, CFP®
Senior Financial Planner
Client Service Director
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SAN ANTONIO OFFICE
Allan Riggs, CFP®
Senior Financial Planner
Client Service Director
John Eaton, CFP®
Senior Financial Planner
Client Service Director
Roddy Harlow, CPA
Director of Planning & Taxation
Chris Holden
Portfolio Manager
Tammy Coppage
Director of Client Services
Roland Vasquez
Client Services
Monica Hyatt
Administrative Manager
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