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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Thomas Temple

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • MA
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    Tom began his career in the financial services industry as a Financial Advisor in 1986. He graduated from the University of Illinois in 1980 with a B.S. in Marketing and Business Administration.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Illinois, B.S. in Marketing and Business Administration
      One Northbrook Place
      5 Revere Drive
      Northbrook, IL 60062
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      Julie Hoersten

      Wealth Management Associate

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      • AR
      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • IL
      • IN
      • KS
      • KY
      • MA
      • MI
      • MN
      • MO
      • MS
      • NC
      • NE
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OR
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI
      • WV
      Julie has worked in the financial services industry since 1981.  A securities registered associate, she holds a B.A. in Education from the College of Mount St. Joseph in Ohio.

        • College of Mount St. Joseph in Ohio, B.A. in Education
          One Northbrook Place
          5 Revere Drive
          Northbrook, IL 60062

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