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™

Jaclyn Simon

Senior Client Service Administrator

Wendy Sabul-Mintzer

Operations Associate

Michele Turner

Client Service Administrator

Jill Kaz, CFP®

Financial Planner

Mary Berman

Client Service Administrator

Lauren Ross

Manager of Investment Operations

Jenny Jesse

Client Service Administrator

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Joseph Thompson

Associate Wealth Advisor

Cory Rappaport, CPA

Wealth Associate

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

John Mariscalco, CFA®

Associate Wealth Advisor

Kathy Klein, CFP®

Wealth Advisor

Brian Wendt

Senior Client Service Administrator

Betsy Wellington

Client Service Administrator

Whitney Beswick

Operations Associate

Andrew Cohn, AIF®

Retirement Plan Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

Vishaal Tummala, CFP®

Wealth Associate

Marcie Nach, CFP®

Financial Planner

Lindsay Pflug

Manager of Training & Process Development

Dennis Barron

Marketing & Communications Coordinator

Lee Ford

Manager of Operations & Client Service

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Toni Bregenzer

Manager of Risk & Client Service

Joanna Hurley

Receptionist & Administrative Assistant

Mark Weil, CFP®

Wealth Advisor