Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Andrew Bennett
Financial Advisor
Andy graduated from Illinois State University in 1984. He holds FINRA Series 6,7,63 and 65 designations and has 38+ years of industry experience. Andy is a Managing Partner of the Business Strategies Group of Illinois, focusing on...
Thomas B Wells, ChFC®, CLU®
Partner
Tom is a graduate of Northwestern University in Evanston, Illinois. He earned his bachelor’s degree in Economics while playing middle linebacker for the Wildcats. Tom began his career in 1989 and has dedicated himself to providing the...
Annika Gienger
Client Service Associate
Cheryl Griesemer
Executive Assistant
Cheryl has been with Wells, Roselieb & Raia since 2005. She majored in Counseling the Hearing Impaired and minored in Psychology at Northern Illinois University. Cheryl worked as a Sign Language Interpreter at NIU for 5 years and...
David Kallman, ChFC®, CLU®
Retirement Planning Specialist
Delali Afenya
Financial Advisor
Douglas L Roselieb, RICP®
Partner
Doug is a 1987 graduate of Northern Illinois University, where he majored in Finance. He holds FINRA Series 7, 63, 65, 24 and 53 securities registrations as well as state life and health licenses. Doug is a founding member of Wells,...
Erik Anderson, CEPA®
Financial Advisor
Erik is a graduate of Olivet Nazarene University, where he earned a degree in Economics and Finance from the McGraw School of Business. While in college, he also played running back and was a Team Captain for the Tigers. Erik started...
Gina Bracco, CLF®
Operations Manager
Gina joined Wells, Roselieb and Raia Wealth Management in April of 2019 as the Operations Manager with over 17 years of financial industry experience. She is responsible for establishing the Firm’s policies and procedures and oversees...
Greg Salvatore, CPA, CEPA®
Financial Advisor
Jo Ann Scharf
Client Service Manager
Jo Ann graduated from Indiana University at Bloomington with a BS in Accounting and Computer Information Systems. With 5 years of industry experience, she joined Wells, Roselieb & Raia Wealth Management in November of 2020. Jo Ann and...
Julie Madsen
Data & Marketing Manager
Julie studied Business and Finance at Harper College and Roosevelt University. After working in the Insurance Industry for 20 years, she joined Wells, Roselieb and Raia Wealth Management in July of 2018. Julie enjoys reading, live...
Liz Schultz
Senior Client Service Associate
Matthew Krajewski
Business Analyst
Matthew T Marwitz, CFA®
Director of Investment Operations
Matthew serves as the Director of Investment Operations at WRR, where he is dedicated to thoughtfully overseeing and optimizing the firm’s investment management process. With over a decade of experience in the investment industry,...
Ryan Shanley, CFP®
Partner
Stephen Kurka, CLU®, RICP®
Financial Advisor
Steve is a 1984 graduate of the University of Illinois at Chicago, with a degree in Business. He began his current career in 2009, after a successful 18 year ownership of a retail golf business. Steve holds FINRA Series 7, 66, and 24...
Stephen Erutti
Client Relations Manager
Stephen Erutti is a graduate of Olivet Nazarene University where he earned his Bachelor of Science degree with a dual-major in Business Administration and Finance/Economics in 2019. Stephen was in the aerospace industry prior to...
Steven Withey
Financial Advisor
Steven graduated from Loyola University of Chicago in 1984, with a degree in Finance. He holds FINRA Series 6, 7, 63 and 65 registrations, and has 34+ years of industry experience. California Insurance License #1001643.Steven is a 1998...
Tony Raia, CFP®, RICP®
Partner
