Experience

Tom has worked as a Financial Advisor since 1982. He holds his Series 7, 63, and 65 securities licenses. Additionally, he holds his Life, Accident, Health, and Long Term Care Insurance licenses. For California residents only CA Insurance License #0F54532

Tom received his B.A. from the University of Illinois at Urbana-Champaign and his M.B.A. from Loyola University in Chicago, IL. In his free time, Tom enjoys traveling, working out, and spending time with his family.

Tom has worked as a Financial Advisor since 1986 after a career in marketing with IBM Corp. He graduated from the University of Illinois in 1980 with a BS in Business Administration and Marketing. Tom holds his Series 7, 63, and 65 securities licenses. Additionally, he holds his Life, Health, and Long Term Care Insurance licenses.

Tom is a singer, pianist, golfer, skier and active ocean and Lake Michigan shipwreck scuba diver and active with local organizations and charities.

Jenn is passionate about helping her clients achieve their financial goals while providing a highly personalized experience. Jenn’s goal is to get to know you, what’s important to you, where you are today, and where you would like to go tomorrow. These inputs are critical to developing a plan that’s focused on you, the client. Dedication, integrity, family, and understanding are the key values that drive Jenn’s relationship with her clients.

Jenn holds an MA in Economics and a BA in International Political Economy and Spanish Language/Literature from Fordham University. She has more than a decade of experience working in the financial services industry and holds her Series 7, 63, and 66 licenses.

 Jenn lives in Chicago with her husband, Craig, and their two daughters.

Julie started her career in the financial services industry in 1981. She is dedicated to delivering extraordinary service for clients through integrity and a focus on details.

A securities registered Wealth Management Associate, she holds a B.A. in Education from the College of Mount St. Joseph in Ohio.

Lori began her career in the financial services industry in 2005, and has been with UBS for over 10 years.

She graduated with a B.A. in Economics at Northeastern Illinois University, and currently holds Series 7, 63, and 66 securities licenses.