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

Written by A.J.

What Risks Are You Taking? Missing Long-Term Gains Can Cost You More Than a Short-Term Loss

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™

Jill Kaz, CFP®

Financial Planner

Toni Bregenzer

Manager of Risk & Client Service

Marcie Nach, CFP®

Financial Planner

Andrew Cohn, AIF®

Retirement Plan Advisor

Lee Ford

Manager of Operations & Client Service

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Wendy Sabul-Mintzer

Operations Associate

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Dennis Barron

Marketing & Communications Coordinator

Adam Rudolph, CFP®

Associate Wealth Advisor

Michele Turner

Client Service Administrator

Kathy Klein, CFP®

Wealth Advisor

Whitney Beswick

Operations Associate

Jaclyn Simon

Senior Client Service Administrator

Betsy Wellington

Client Service Administrator

Brian Wendt

Senior Client Service Administrator

Joanna Hurley

Receptionist & Administrative Assistant

Vishaal Tummala, CFP®

Wealth Associate

Cory Rappaport, CPA

Wealth Associate

Jenny Jesse

Client Service Administrator

Mark Weil, CFP®

Wealth Advisor

Joseph Thompson

Wealth Associate

Mary Berman

Client Service Administrator

John Mariscalco, CFA®

Associate Wealth Advisor

Lauren Ross

Manager of Investment Operations

Gabrielle Wagor

Receptionist & Marketing/Events Associate