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 golf game as a 1-handicap.

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

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®

Brian Wendt

Co-Manager, Client Service

Mary Berman

Client Service Administrator

Adam Rudolph, CFP®

Associate Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Wendy Sabul-Mintzer

Operations Associate

Whitney Beswick

Operations Associate

Mark Weil, CFP®

Wealth Advisor

Lauren Ross

Manager of Investment Operations

William M. Perry, CFP®

Senior Wealth Advisor

Cory Rappaport, CPA

Associate Wealth Advisor

Joanna Hurley

Receptionist & Administrative Assistant

Vishaal Tummala, CFP®

Wealth Associate

Marcie Nach, CFP®

Financial Planner

Andrew Cohn, AIF®

Retirement Plan Advisor

Michele Turner

Client Service Administrator

Joseph Thompson

Associate Wealth Advisor

Lee Ford

Information Technology Manager

Toni Bregenzer

Risk and Compliance Manager

A.J. Price, CPA, CFP®

Associate Wealth Advisor

John Mariscalco, CFA®

Associate Wealth Advisor

Jill Kaz, CFP®

Financial Planner

Kathy Klein, CFP®

Wealth Advisor

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Dennis Barron

Marketing & Communications Coordinator

Jaclyn Simon

Co-Manager, Client Service

Betsy Wellington

Client Service Administrator

Jenny Jesse

Client Service Administrator