SWPWI030618_141_William_ForWeb

William M. Perry, CFP®

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™

Toni Bregenzer

Risk and Compliance Manager

Mary Berman

Client Service Administrator

Vishaal Tummala, CFP®

Wealth Associate

Wendy Sabul-Mintzer

Operations Associate

Jill Kaz, CFP®

Financial Planner

Lindsay Pflug

Manager of Training & Process Development

Jaclyn Simon

Co-Manager, Client Service

Adam Rudolph, CFP®

Associate Wealth Advisor

Joseph Thompson

Associate Wealth Advisor

Jenny Jesse

Client Service Administrator

Brian Wendt

Co-Manager, Client Service

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Mark Weil, CFP®

Wealth Advisor

Lee Ford

Information Technology Manager

Kathy Klein, CFP®

Wealth Advisor

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Whitney Beswick

Operations Associate

Marcie Nach, CFP®

Financial Planner

Dennis Barron

Marketing & Communications Coordinator

John Mariscalco, CFA®

Associate Wealth Advisor

Andrew Cohn, AIF®

Retirement Plan Advisor

Cory Rappaport, CPA

Associate Wealth Advisor

Joanna Hurley

Receptionist & Administrative Assistant

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Michele Turner

Client Service Administrator

Betsy Wellington

Client Service Administrator

Lauren Ross

Manager of Investment Operations