Barry Spitzer

Business Development

Barry helps to connect advisors at Strategic Wealth Partners with individuals, families and retirement plan sponsors who need a team of professionals to guide their financial decision-making process.

In 1981, Barry founded Barry Spitzer & Associates. He is passionate about building relationships, learning and growing. Over the years, Barry has mentored young adults – both imparting his business experiences and learning lessons from them as well.

Native Chicagoans, Barry and his wife live in the northern suburbs. They enjoy spending time with their two children and two grandchildren. In his free time, you can find Barry staying physically active, playing golf and traveling.

Favorite Quote

“Often the difference between a successful person and a failure is not one has better ideas, but the courage that one has to bet on one’s idea’s, to take a calculated risk – and act.” – Andre Malraux

Leadership & Community

Illinois Health Underwriters Association, Member


BS in Business Administration/Marketing, Southern Illinois University
MBA, Southern Illinois University

Michele Turner

Client Service Administrator

Betsy Wellington

Client Service Administrator

Vishaal Tummala

Wealth Associate

Lee Ford

Manager of Operations & Client Service

Whitney Beswick

Operations Associate

Mark Weil, CFP®

Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Kurtis Fluck

Investment Operations Analyst

Kathy Klein, CFP®

Wealth Advisor

Jarodd White

Wealth Associate

Lauren Ross

Investment Operations Analyst

Joanna Hurley


Lindsay Pflug

Manager of Training & Process Development

Dennis Barron

Marketing & Communications Coordinator

Brian Wendt

Client Service Administrator

Adam Rudolph, CFP®

Associate Wealth Advisor

Gabrielle Wagor

Receptionist & Administrative Assistant

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Ben Smith, CFP®

Wealth Advisor

Toni Bregenzer

Manager of Risk & Client Service

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Jaclyn Simon

Client Service Administrator

Tom Buhrmann, CIMA®

Wealth Advisor

Jill Kaz, CFP®

Financial Planner

A.J. Price, CPA, CFP®

Associate Wealth Advisor