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™

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Lee Ford

Manager of Operations & Client Service

Joseph Thompson

Wealth Associate

Adam Rudolph, CFP®

Associate Wealth Advisor

Cory Rappaport, CPA

Wealth Associate

Brian Wendt

Client Service Administrator

Vishaal Tummala, CFP®

Wealth Associate

Andrew Cohn, AIF®

Retirement Plan Advisor

Mary Berman

Client Service Administrator

Tom Buhrmann, CIMA®

Wealth Advisor

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Jill Kaz, CFP®

Financial Planner

Jaclyn Simon

Client Service Administrator

Michele Turner

Client Service Administrator

John Mariscalco, CFA®

Associate Wealth Advisor

Lauren Ross

Manager of Investment Operations

Whitney Beswick

Operations Associate

Marcie Nach, CFP®

Financial Planner

Wendy Sabul-Mintzer

Operations Associate

Lindsay Pflug

Manager of Training & Process Development

Joanna Hurley

Receptionist & Administrative Assistant

Mary Ann Sendik

Client Service Administrator

Toni Bregenzer

Manager of Risk & Client Service

Kathy Klein, CFP®

Wealth Advisor

Betsy Wellington

Client Service Administrator

Dennis Barron

Marketing & Communications Coordinator

Mark Weil, CFP®

Wealth Advisor

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor