SWPWI030618_141_William_ForWeb

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Bill has more than 30 years of experience developing investment strategies for corporate retirement plans, endowments, foundations, and high net worth families. He brings a multi-discipline approach to the development of objective financial solutions.

Education

BS in Marketing & Economics, Northern Illinois University

Professional Designations

CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst®

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Adam Rudolph, CFP®

Associate Wealth Advisor

Jarodd White

Wealth Associate

Dennis Barron

Marketing & Communications Coordinator

Betsy Wellington

Client Service Administrator

Toni Bregenzer

Manager of Risk & Client Service

Eli Friedman

Senior Client Service Administrator

Kurtis Fluck

Investment Operations Analyst

Barry Spitzer

Business Development

Lee Ford

Manager of Operations & Client Service

Brian Wendt

Client Service Administrator

Gabrielle Wagor

Receptionist & Administrative Assistant

Jill Kaz, CFP®

Financial Planner

Lauren Ross

Investment Operations Analyst

Vishaal Tummala

Wealth Associate

Ben Smith, CFP®

Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Kathy Klein, CFP®

Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Tom Buhrmann, CIMA®

Wealth Advisor

Whitney Beswick

Operations Associate

Joanna Hurley

Receptionist

Mark Weil, CFP®

Wealth Advisor

Jaclyn Simon

Client Service Administrator