TEAM

Meet your financial specialists.

A.J. Price, CPA, CFP®

Wealth Advisor

A.J. enjoys working in a team environment and takes pride in delivering excellent client service through detailed financial planning and investment strategies.

He began his career as an accountant with Grant Thornton, LLC. In seeking an industry that allowed him to continuously work with clients and help them achieve their goals over time, A.J. made the move to Creative Planning, Inc. and then, ultimately, joined the team at SWP.

A.J. builds upon his previous experience as he works with other SWP wealth advisors and financial planners in servicing clients and building relationships. He works to create portfolios in line with each client’s individual needs, preferences and risk tolerance.

Outside of the office, A.J. loves cheering for the Chicago Bears and White Sox and is an avid Fighting Illini fan. He also enjoys personal aviation, cooking, and travel.

Education

BS in Accountancy, University of Illinois

Professional Designations

Certified Public Accountant
CERTIFIED FINANCIAL PLANNER™

Leadership & Community

Deerfield Youth Baseball Association
Jewish Child & Family Services (JCFS)

Office Location

Deerfield, IL

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