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.  He was also with Kemper Securities (now Wells Fargo) and Arthur Andersen.

With the evolution of a confusing marketplace and complex industry, Neal is compelled to help 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 the lives of others is what drives Neal to be a loyal advocate of his clients as well as a leader in the community. Over the years, Neal has enjoyed coaching youth baseball, mentoring college students, and more recently, working closely with SWP staff to develop their skills. Neal has been involved with the not-for-profit organization Jewish Federation of Metropolitan Chicago (JF/JUF) for over 30 years.

A native Chicagoan, Neal still lives in Chicago’s Northern Suburbs with his wife and (almost) grown sons, both of whom have followed in the family’s proud Illini tradition. In his free time, Neal especially enjoys travel, golf and other outdoor activities.

Leadership & Community

Board of Directors, Jewish Federation of Metropolitan Chicago (JF/JUF)
Dean’s Business Council, University of Illinois College of Business

Education

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

Professional Designations

Certified Public Accountant
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Analyst®

Joanna Hurley

Receptionist & Administrative Assistant

Mark Weil, CFP®

Wealth Advisor

Wendy Sabul-Mintzer

Operations Associate

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Michele Turner

Client Service Administrator

Toni Bregenzer

Risk and Compliance Manager

Kathy Klein, CFP®

Wealth Advisor

Cory Rappaport, CPA

Associate Wealth Advisor

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Marcie Nach, CFP®

Financial Planner

Jenny Jesse

Client Service Administrator

Dennis Barron

Marketing & Communications Coordinator

Andrew Cohn, AIF®

Retirement Plan Advisor

William M. Perry, CFP®

Senior Wealth Advisor

John Mariscalco, CFA®

Associate Wealth Advisor

Joseph Thompson

Associate Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Betsy Wellington

Client Service Administrator

Jill Kaz, CFP®

Financial Planner

Vishaal Tummala, CFP®

Wealth Associate

Adam Rudolph, CFP®

Associate Wealth Advisor

Brian Wendt

Co-Manager, Client Service

Mary Berman

Client Service Administrator

Whitney Beswick

Operations Associate

Lee Ford

Information Technology Manager

Lauren Ross

Manager of Investment Operations

Jaclyn Simon

Co-Manager, Client Service