Neal Price

Neal Price, CPA, CFA®, CFP®

Principal

Neal has been advising clients on the stewardship of their wealth and other financial needs since 1988. Prior to founding SWP in 2008, he was a Senior Managing Director with Mesirow Financial.  Earlier in his career, Neal was with Kemper Securities (now Wells Fargo) and Arthur Andersen.

With the evolution of a confusing marketplace and complex industry, Neal is energized by helping clients sort through the facts and the misinformation they encounter when seeking to achieve their financial goals. Whether his client is worried about not having enough through retirement or concerned about losing family values by having too much wealth, Neal feels a serious responsibility to fulfill each client’s unique objectives. As Neal has been working with some of his clients for decades, he finds deep gratification from seeing planning unfold that was done many years ago.

The feeling of helping to make a difference in others’ lives is what drives Neal to be a loyal advocate of his clients and a leader in the community. Neal has enjoyed coaching youth baseball, mentoring college students, and has been involved with a variety of not-for-profit organizations for over 30 years.  Currently, Neal spends a significant amount of his time mentoring and developing the skills of SWP’s next generations of advisors and staff.

A native Chicagoan, Neal still lives in Chicago’s Northern Suburbs with his wife, Laurie.  He is the proud dad of two grown sons, both of whom followed in the family’s proud Illini tradition. In his free time, Neal especially enjoys travel, golf, and spending time in Scottsdale, Arizona.

Leadership & Community

Board of Directors, Jewish Federation of Metropolitan Chicago
Dean’s Business Council, University of Illinois Gies College of Business
Board of Directors, Northmoor Country Club
Charles Schwab TOS (Technology, Operations & Service) Advisory Board

Education

MBA, Northwestern University JL Kellogg Graduate School of Management
BS in Accountancy, University of Illinois Urbana-Champaign

Professional Designations

Certified Public Accountant
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Analyst®

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Lee Ford

Information Technology Manager

Wendy Sabul-Mintzer

Operations Associate

Toni Bregenzer

Risk and Compliance Manager

Jill Kaz, CFP®

Financial Planner

Michele Turner

Client Service Administrator

Joanna Hurley

Receptionist & Administrative Assistant

Andrew Cohn, C(k)P®, AIF®

Retirement Plan Advisor

Vishaal Tummala, CFP®

Wealth Associate

Jenny Jesse

Client Service Administrator

Jaclyn Simon

Co-Manager, Client Service

Brian Wendt

Co-Manager, Client Service

Mary Berman

Client Service Administrator

Lauren Ross

Manager of Investment Operations

John Mariscalco, CFA®

Associate Wealth Advisor

Gabrielle Wagor

Marketing & Events Strategist

Adam Rudolph, CFP®

Associate Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Christina Cartes

Operations Associate

Joseph Thompson

Associate Wealth Advisor

Kathy Klein, CFP®

Wealth Advisor

Matthew Cox

Operations Associate

Cory Rappaport, CPA

Associate Wealth Advisor

Merrick Singer

Client Service Administrator