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®

Michele Turner

Client Service Administrator

Kathy Klein, CFP®

Wealth Advisor

Toni Bregenzer

Manager of Risk & Client Service

Joanna Hurley

Receptionist & Administrative Assistant

Marcie Nach, CFP®

Financial Planner

Dennis Barron

Marketing & Communications Coordinator

Whitney Beswick

Operations Associate

Andrew Cohn, AIF®

Retirement Plan Advisor

Wendy Sabul-Mintzer

Operations Associate

Lindsay Pflug

Manager of Training & Process Development

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Lee Ford

Manager of Operations & Client Service

John Mariscalco, CFA®

Associate Wealth Advisor

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Mark Weil, CFP®

Wealth Advisor

Cory Rappaport, CPA

Wealth Associate

Mary Berman

Client Service Administrator

Jenny Jesse

Client Service Administrator

Joseph Thompson

Wealth Associate

Vishaal Tummala, CFP®

Wealth Associate

Adam Rudolph, CFP®

Associate Wealth Advisor

Jaclyn Simon

Senior Client Service Administrator

Brian Wendt

Senior Client Service Administrator

Lauren Ross

Manager of Investment Operations

Jill Kaz, CFP®

Financial Planner

Betsy Wellington

Client Service Administrator