Tom 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 included being a financial advisor with an independent wealth manager and Merrill Lynch as well as a ten-year responsibility as Division Manager of Northern Trust’s Private Equity Operations. Tom’s mission has always been to listen to clients’ priorities, understand their goals, and guide them through a holistic approach in pursuing what is important to them. He brings a long list of experiences in helping clients to be more tax efficient in their businesses as well as personal situations. His prior roles have taken him around the world from India to Australia to England and many cities across the United States.
Having seen a lot of the world, Tom enjoys staying closer to home in Downers Grove. This allows him to spend more time with his wife and three sons.
Tom earned his MBA from DePaul University after graduating from Easter Illinois University. He later earned his Certificate in Financial Planning from Bryant University. Then, Tom went on to attain the CFP®, CERTIFIED FINANCIAL PLANNER™ certification.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Tom is committed to providing comprehensive and professional financial planning services. To earn the CFP® certification, Tom completed an accredited educational program, passed a rigorous examination, and met stringent professional experience requirements. Tom upholds a strict professional Code of Ethics, and he fulfills annual continuing education requirements to stay at the forefront of evolving financial strategies and industry trends.