Partner

Tom is a graduate of Northwestern University in Evanston, Illinois. He earned his bachelor’s degree in Economics while...

Partner

Doug is a 1987 graduate of Northern Illinois University, where he majored in Finance. He holds FINRA Series 7, 63, 65...

Partner

Tony Raia is a graduate of the University of Dayton, where he earned his bachelor’s in Business Administration with a...

Partner

Ryan is a graduate of The University of Iowa where he earned a Finance degree and an emphasis in Accounting from the...

Retirement Planning Specialist

Dave graduated from the University of Illinois having received the "Chick Evans" Caddy Scholarship. He entered the...

Financial Strategist

Steven graduated from Loyola University of Chicago in 1984, with a degree in Finance. He holds FINRA Series 6, 7, 63 and...

Financial Strategist

Steve is a 1984 graduate of the University of Illinois at Chicago, with a degree in Business. He began his current...

Financial Strategist

Greg is a graduate of Indiana University, where he majored in Accounting and earned his Bachelor of Science degree in...

Financial Strategist

Andy graduated from Illinois State University in 1984. He holds FINRA Series 6,7,63 and 65 designations, maintains the...

Financial Strategist

Erik is a graduate of Olivet Nazarene University, where he earned a degree in Economics and Finance from the McGraw...

Financial Strategist

Delali is a graduate of Elmhurst University, where he double majored in Finance and Economics. He holds FINRA Series 7 &...

Operations Manager

Gina joined Wells, Roselieb and Raia Wealth Management in April of 2019 as the Operations Manager with over 17 years of...

Client Relations Manager

Stephen Erutti is a graduate of Olivet Nazarene University where he earned his Bachelor of Science degree with a dual...

Director of Investments

Joseph Dobrzynski joined WRR Wealth Management in June 2023, bringing a perspective built on over 20 years of investment...

Business Analyst

Matt is a graduate of Illinois State University, where he received his Bachelor's degree in Finance and Accounting, as...

Executive Assistant

Cheryl has been with Wells, Roselieb & Raia since 2005. She majored in Counseling the Hearing Impaired and minored in...

Data & Marketing Manager

Julie studied Business and Finance at Harper College and Roosevelt University. After working in the Insurance Industry...

Client Service Manager

Kate graduated from the University of Illinois at Chicago with a BS in Medical Technology. With 7 years of industry...

Senior Client Service Associate

Jo Ann graduated from Indiana University at Bloomington with a BS in Accounting and Computer Information Systems.  With...

Client Service Associate

Annika is a 2020 graduate from Illinois State University in Bloomington-Normal, Illinois, where she earned a bachelor’s...

Client Service Associate

Zoë joined Wells, Roselieb, and Raia Wealth Management in June 2023.  Prior to joining WRR, she held positions in the...