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™

Lindsay Pflug

Manager of Training & Process Development

Adam Rudolph, CFP®

Associate Wealth Advisor

Jill Kaz, CFP®

Financial Planner

Lee Ford

Manager of Operations & Client Service

Jarodd White

Wealth Associate

Toni Bregenzer

Manager of Risk & Client Service

Joanna Hurley

Receptionist

Kurtis Fluck

Investment Operations Analyst

Tom Buhrmann, CIMA®

Wealth Advisor

Eli Friedman

Senior Client Service Administrator

Whitney Beswick

Operations Associate

Gabrielle Wagor

Receptionist & Administrative Assistant

Ben Smith, CFP®

Wealth Advisor

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Barry Spitzer

Business Development

Vishaal Tummala

Wealth Associate

Kathy Klein, CFP®

Wealth Advisor

Mark Weil, CFP®

Wealth Advisor

Lauren Ross

Investment Operations Analyst

Dennis Barron

Marketing & Communications Coordinator

Brian Wendt

Client Service Administrator

Jaclyn Simon

Client Service Administrator

Marcie Nach, CFP®

Financial Planner

Betsy Wellington

Client Service Administrator