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 & Accounting

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ATLANTA

Angelo Alleca
Principal, Chief Operating Officer
Chief Compliance Officer

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

Wendy Liverant, CFP®, MBA
Senior Financial Planner

Martin M. Lysaght
Director & Investment Manager

Rebecca Phillips, CFP®
Portfolio Manager

David Sammons, CPA
Portfolio Manager/Tax Advisor

Jace Brooks, CFP®
Financial Planner

Debbie Boyce
Client Service Manager

Katheryn Crane
Office Administrator

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BEVERLY HILLS

Jon W Courtney Jr., CFP®, MBA
Senior Financial Planner & Lead Advisor

Bryan Wisda, CFP®
Senior Financial Planner

Nayivi Valez
Senior Financial Analyst

Raquel Suarez
Client Service Manager

CHICAGO

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

Lester Szlendak, MBA
Portfolio Accounting & Reporting

Ryan Allen
Portfolio Accounting & Software

Helen Billimoria
Administrative Manager

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FLORIDA OFFICES
Orlando/Naples/Jacksonville

Mitchell Levin, MD, CWPP™, CAPP™
CEO & Managing Director
Florida Division

Chad Warrick
Senior Wealth Advisor

Donna Goyette
Client Service Representative

Jason Print, CFP®
Senior Wealth Advisor

Joseph M. "Jette" Browne, CFP®
Principal

Kyle E. Johnson
Communications Manager

Loredana Wollett
Client Service Representative

Suzanna Letchford
Client Service Representative

Teresa Turner
Accounting Clerk

Vicki Brodnax
Executive Assistant

Winifred Davenport
Client Relationship Specialist

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SAN ANTONIO OFFICE

Steven Parker, CFA
Chief Investment Officer

Tammy Coppage
Director of Client Services

John Eaton, CFP®
Senior Financial Planner

Roddy Harlow, CPA
Director of Planning & Taxation

Allan Riggs, CFP®
Senior Financial Planner

Diana Criss
Client Services Representative

Monica Hyatt
Administrative Manager