Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Gregory A. Reichold, Jr., CFP®
Managing Partner
708.315.6464
Greg has brought over ten years of professional experience from the business world to the family partnership here at G/R Wealth Management Group, LLC. Prior to joining the team in 2008, Greg acquired and managed multi-million dollar...
Lisa Mazzoni
LPL Virtual Client Service Manager
Lisa is located at LPL Financials' Ft. Mills, SC (Charlotte) home office. She is an LPL employee and is part of the Admin solutions program that supports multiple advisors' businesses. She brings more than nine years of...
Kate Schwenker
Office Manager
708.315.6464
Thomas Carroll, MBA, CFP®
Wealth Management Advisor
7083156464
Tom Carroll has joined G/R Wealth Management Group as a Wealth Management Advisor in 2024. He brings over 25 years of industry experience from various roles in brokerage firms, asset managers, hedge funds, and banks. Those prior roles...