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®

Lauren Ross

Investment Operations Analyst

Ben Smith, CFP®

Wealth Advisor

Barry Spitzer

Business Development

Lee Ford

Manager of Operations & Client Service

Marcie Nach, CFP®

Financial Planner

Michele Turner

Client Service Administrator

Jill Kaz, CFP®

Financial Planner

Lindsay Pflug

Manager of Training & Process Development

Brian Wendt

Client Service Administrator

Whitney Beswick

Operations Associate

Joanna Hurley

Receptionist

Tom Buhrmann, CIMA®

Wealth Advisor

Jaclyn Simon

Client Service Administrator

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Kurtis Fluck

Investment Operations Analyst

Betsy Wellington

Client Service Administrator

Vishaal Tummala

Wealth Associate

Kathy Klein, CFP®

Wealth Advisor

Gabrielle Wagor

Receptionist & Administrative Assistant

Jarodd White

Wealth Associate

Mark Weil, CFP®

Wealth Advisor

Dennis Barron

Marketing & Communications Coordinator

Toni Bregenzer

Manager of Risk & Client Service

Adam Rudolph, CFP®

Associate Wealth Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer