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

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®

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Andrew Cohn, AIF®

Retirement Plan Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

Betsy Wellington

Client Service Administrator

Michele Turner

Client Service Administrator

Mary Berman

Client Service Administrator

Lindsay Pflug

Manager of Training & Process Development

Jaclyn Simon

Senior Client Service Administrator

Dennis Barron

Marketing & Communications Coordinator

Joseph Thompson

Wealth Associate

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Kathy Klein, CFP®

Wealth Advisor

Toni Bregenzer

Manager of Risk & Client Service

John Mariscalco, CFA®

Associate Wealth Advisor

Joanna Hurley

Receptionist & Administrative Assistant

Wendy Sabul-Mintzer

Operations Associate

Mark Weil, CFP®

Wealth Advisor

Jill Kaz, CFP®

Financial Planner

Lee Ford

Manager of Operations & Client Service

Brian Wendt

Senior Client Service Administrator

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Vishaal Tummala, CFP®

Wealth Associate

Whitney Beswick

Operations Associate

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Cory Rappaport, CPA

Wealth Associate

Lauren Ross

Manager of Investment Operations

Jenny Jesse

Client Service Administrator