Tom Buhrmann

Tom Buhrmann, CIMA®

Principal

Tom joined SWP in 2012 after earning his MBA, with concentrations in Investment Management and Finance, from DePaul University’s Kellstadt Graduate School of Business. He spent the first six-plus years of his career in client service – providing marketing and consulting advice to well-known pharmaceutical companies. Ultimately, Tom’s interest in the financial markets and passion for helping people led him to become a Wealth Advisor.

Tom welcomes the challenge of simplifying the complexities of investing with the goal of guiding clients to develop a long-term plan and feel confident about their future. He prides himself on building relationships with clients based on accessibility, accountability, and his fiduciary responsibility to always act in each client’s best interest.

Motivated by an appreciation for education, Tom seeks to provide his clients evolved thinking in an ever-changing investment world. He earned the Certified Investment Management Analyst® (CIMA®) certification through the Investments & Wealth Institute and the education program at The University of Chicago Booth School of Business.

Away from the office, Tom enjoys spending time with his family (wife, three daughters, and dog) and trying to improve his game as a scratch golfer.

Favorite Quote

“Ability is what you’re capable of doing. Motivation determines what you do. Attitude determines how well you do it.” – Lou Holtz

Written By Tom

Behavior is the Ultimate Investor Skill

Especially Now, Let’s Focus on What Matters Most

How to Practice Financial Resilience During Difficult Times

Shouldn’t Investing Be More Like Shopping on Black Friday?

Leadership & Community

Board of Directors, The Sommer Foundation
CIMA® Professional Member, Investments & Wealth Institute

Education

MBA in Investment Management and Finance, DePaul University’s Kellstadt Graduate School of Business
BA in Business and Marketing, Carthage College

Professional Designations

Certified Investment Management Analyst®

Adam Rudolph, CFP®

Associate Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Kathy Klein, CFP®

Wealth Advisor

Betsy Wellington

Client Service Administrator

Christina Cartes

Operations Associate

Lauren Ross

Manager of Investment Operations

Wendy Sabul-Mintzer

Operations Associate

Toni Bregenzer

Risk and Compliance Manager

Jill Kaz, CFP®

Financial Planner

Michele Turner

Client Service Administrator

Lindsay Pflug

Manager of Training & Process Development

Gabrielle Wagor

Marketing & Events Strategist

Vishaal Tummala, CFP®

Wealth Associate

Joanna Hurley

Receptionist & Administrative Assistant

Lee Ford

Information Technology Manager

Jenny Jesse

Client Service Administrator

Matthew Cox

Operations Associate

John Mariscalco, CFA®

Associate Wealth Advisor

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Jaclyn Simon

Co-Manager, Client Service

Joseph Thompson

Associate Wealth Advisor

Brian Wendt

Co-Manager, Client Service

Cory Rappaport, CPA

Associate Wealth Advisor

Mary Berman

Client Service Administrator

Andrew Cohn, C(k)P®, AIF®

Retirement Plan Advisor

Merrick Singer

Client Service Administrator