Whitney Beswick

Whitney Beswick

Operations Associate

Whitney supports our clients by maintaining accurate information on the Black Diamond Performance Reporting system. She is dedicated to helping out in any way she can to benefit clients and their reporting needs.

Whitney has held positions that helped her build a strong foundation for problem solving and client service. She served as a contract manager at Harvard University, where she worked with individual schools and departments to find areas where cost savings and standardization could be achieved. At Harvard, it was important to Whitney that her colleagues’ voices were heard and that they were happy with the outcomes. Whitney also worked at Boston Children’s Hospital as a buyer, where she partnered with many departments to purchase supplies and expedite orders. While at Boston Children’s Hospital, she was able to help send supplies to doctors going to Haiti after the earthquake in 2010.

After living in a number of states, Whitney loves the Chicagoland area and plans to stay indefinitely. She and her husband stay very busy keeping up with their two little girls and love to visit family on both the East and West Coasts.

Favorite Quote

“The best way to predict your future is to create it.” – Abraham Lincoln


BA in Music, Loyola University New Orleans

Toni Bregenzer

Manager of Risk & Client Service

Brian Wendt

Client Service Administrator

Lauren Ross

Investment Operations Analyst

Tom Buhrmann, CIMA®

Wealth Advisor

Joanna Hurley


Kathy Klein, CFP®

Wealth Advisor

Lee Ford

Manager of Operations & Client Service

Ben Smith, CFP®

Wealth Advisor

Michele Turner

Client Service Administrator

Lindsay Pflug

Manager of Training & Process Development

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Dennis Barron

Marketing & Communications Coordinator

Kurtis Fluck

Investment Operations Analyst

Adam Rudolph, CFP®

Associate Wealth Advisor

Betsy Wellington

Client Service Administrator

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Gabrielle Wagor

Receptionist & Administrative Assistant

Jill Kaz, CFP®

Financial Planner

Jaclyn Simon

Client Service Administrator

Barry Spitzer

Business Development

Vishaal Tummala

Wealth Associate

Jarodd White

Wealth Associate

Mark Weil, CFP®

Wealth Advisor