Tom Buhrmann

Tom Buhrmann, CIMA®

Wealth Advisor

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®) certificate through the education program at The University of Chicago Booth School of Business and is currently preparing to take the Certified Financial Planner (CFP®) exam.

Away from the office, Tom enjoys spending time with his family (wife, two daughters, and dog) and trying to improve his golf game as a 2-handicap.

Favorite Quote

“Whether you think you can or you think you can’t, you’re right.” – Henry Ford

Written By Tom

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

Leadership & Community

Board of Directors, The Sommer Foundation
Investment Management Consultants Association® (IMCA®)
NAPFA Associate, The National Association of Personal Financial Advisors

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®

Lee Ford

Manager of Operations & Client Service

Mark Weil, CFP®

Wealth Advisor

Vishaal Tummala, CFP®

Wealth Associate

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Whitney Beswick

Operations Associate

Jill Kaz, CFP®

Financial Planner

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Brian Wendt

Client Service Administrator

Lindsay Pflug

Manager of Training & Process Development

Lauren Ross

Investment Operations Analyst

Kathy Klein, CFP®

Wealth Advisor

John Mariscalco, CFA®

Associate Wealth Advisor

Joanna Hurley

Receptionist

Adam Rudolph, CFP®

Associate Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Betsy Wellington

Client Service Administrator

Toni Bregenzer

Manager of Risk & Client Service

Jaclyn Simon

Client Service Administrator

Gabrielle Wagor

Receptionist & Administrative Assistant

Michele Turner

Client Service Administrator

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Mary Berman

Client Service Administrator

Mary Ann Sendik

Client Service Administrator

Dennis Barron

Marketing & Communications Coordinator

Cory Rappaport, CPA

Wealth Associate