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™

Dennis Barron

Marketing & Communications Coordinator

Lauren Ross

Manager of Investment Operations

Lee Ford

Information Technology Manager

Joseph Thompson

Associate Wealth Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Jenny Jesse

Client Service Administrator

Betsy Wellington

Client Service Administrator

Jaclyn Simon

Co-Manager, Client Service

Kathy Klein, CFP®

Wealth Advisor

Joanna Hurley

Receptionist & Administrative Assistant

Mark Weil, CFP®

Wealth Advisor

Whitney Beswick

Operations Associate

John Mariscalco, CFA®

Associate Wealth Advisor

Mary Berman

Client Service Administrator

Gabrielle Wagor

Receptionist & Marketing/Events Associate

William M. Perry, CFP®

Senior Wealth Advisor

Cory Rappaport, CPA

Associate Wealth Advisor

Brian Wendt

Co-Manager, Client Service

Michele Turner

Client Service Administrator

Marcie Nach, CFP®

Financial Planner

Vishaal Tummala, CFP®

Wealth Associate

Jill Kaz, CFP®

Financial Planner

Andrew Cohn, AIF®

Retirement Plan Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Toni Bregenzer

Risk and Compliance Manager

Wendy Sabul-Mintzer

Operations Associate