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®

Joseph Thompson

Associate Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Brian Wendt

Co-Manager, Client Service

Jenny Jesse

Client Service Administrator

Lauren Ross

Manager of Investment Operations

Cory Rappaport, CPA

Associate Wealth Advisor

Michele Turner

Client Service Administrator

Marcie Nach, CFP®

Financial Planner

Toni Bregenzer

Risk and Compliance Manager

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

Jaclyn Simon

Co-Manager, Client Service

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Vishaal Tummala, CFP®

Wealth Associate

William M. Perry, CFP®

Senior Wealth Advisor

Whitney Beswick

Operations Associate

Kathy Klein, CFP®

Wealth Advisor

Dennis Barron

Marketing & Communications Coordinator

Wendy Sabul-Mintzer

Operations Associate

Mary Berman

Client Service Administrator

John Mariscalco, CFA®

Associate Wealth Advisor

Lee Ford

Information Technology Manager

Joanna Hurley

Receptionist & Administrative Assistant

Jill Kaz, CFP®

Financial Planner

Andrew Cohn, AIF®

Retirement Plan Advisor

Merrick Singer

Client Service Administrator

Betsy Wellington

Client Service Administrator

Moira Fahey-Ullrich

Principal & Chief Solutions Officer