Partner

Tom is a graduate of Northwestern University in Evanston, Illinois. He earned his bachelor 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 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...

Operations Manager

Gina graduated from Dominican University in River Forest, IL with a BA in Finance and Business Administration. She has...

Business Analyst

Tom is a 2016 graduate of DePaul University, located in Chicago, where he earned his Bachelor's Degree in Finance and...

Paraplanner

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

Jennica graduated from North Central College in Naperville, IL with a BA in Accounting.  She joined Wells, Roselieb and...

Senior Client Service Associate

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

Client Service Associate

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

Client Service Associate

Sara graduated from the University of Illinois with a BS in Marketing. She passed Levels I and II of the Chartered...