AJ Price_Temporary web

A.J. Price, CPA, CFP®

Associate Wealth Advisor

A.J. enjoys working in a team environment and takes pride in delivering excellent client service through detailed financial planning and investment strategies.

He began his career as an accountant with Grant Thornton, LLC. In seeking an industry that allowed him to continuously work with clients and help them achieve their goals over time, A.J. made the move to Creative Planning, Inc. and then, ultimately, joined the team at SWP.

A.J. builds upon his previous experience as he supports SWP wealth advisors and financial planners in servicing clients and building relationships. He works to create portfolios in line with each client’s individual needs, preferences and risk tolerance.

Outside of the office, A.J. loves cheering for the Chicago Bears and White Sox and is an avid Fighting Illini fan. He also enjoys personal aviation, cooking, and travel.

Favorite Quote

“Success isn’t permanent and failure isn’t fatal.” – Mike Ditka

Education

BS in Accountancy, University of Illinois

Leadership and Community

Deerfield Youth Baseball Association
Jewish Child & Family Services (JCFS)

Professional Designations

Certified Public Accountant
CERTIFIED FINANCIAL PLANNER™

Brian Wendt

Client Service Administrator

Whitney Beswick

Operations Associate

Jarodd White

Wealth Associate

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Kurtis Fluck

Investment Operations Analyst

Vishaal Tummala

Wealth Associate

Betsy Wellington

Client Service Administrator

Toni Bregenzer

Manager of Risk & Client Service

Jill Kaz, CFP®

Financial Planner

Michele Turner

Client Service Administrator

Adam Rudolph, CFP®

Associate Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Jaclyn Simon

Client Service Administrator

Tom Buhrmann, CIMA®

Wealth Advisor

Mark Weil, CFP®

Wealth Advisor

Lee Ford

Manager of Operations & Client Service

Marcie Nach, CFP®

Financial Planner

Lauren Ross

Investment Operations Analyst

Ben Smith, CFP®

Wealth Advisor

Gabrielle Wagor

Receptionist & Administrative Assistant

Joanna Hurley

Receptionist

Barry Spitzer

Business Development

Kathy Klein, CFP®

Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Dennis Barron

Marketing & Communications Coordinator