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®

Mary Ann Sendik

Client Service Administrator

Mark Weil, CFP®

Wealth Advisor

Jaclyn Simon

Client Service Administrator

Toni Bregenzer

Manager of Risk & Client Service

Kathy Klein, CFP®

Wealth Advisor

Mary Berman

Client Service Administrator

Joanna Hurley

Receptionist & Administrative Assistant

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Dennis Barron

Marketing & Communications Coordinator

Whitney Beswick

Operations Associate

Adam Rudolph, CFP®

Associate Wealth Advisor

Wendy Sabul-Mintzer

Operations Associate

Lee Ford

Manager of Operations & Client Service

Lauren Ross

Manager of Investment Operations

Betsy Wellington

Client Service Administrator

Jill Kaz, CFP®

Financial Planner

John Mariscalco, CFA®

Associate Wealth Advisor

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Tom Buhrmann, CIMA®

Wealth Advisor

Brian Wendt

Client Service Administrator

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Lindsay Pflug

Manager of Training & Process Development

Michele Turner

Client Service Administrator

Marcie Nach, CFP®

Financial Planner

Cory Rappaport, CPA

Wealth Associate

Vishaal Tummala, CFP®

Wealth Associate