Tom is a 2016 graduate of DePaul University, located in Chicago, where he earned his Bachelor's Degree in Finance and Minor in Economics. He holds FINRA Series 7, 63 and 66 securities registrations, along with being a Charted Financial Analyst (CFA) Level II candidate. Prior to Wells, Roselieb, and Raia Wealth Management, he spent time in the banking and brokerage industries.
Tom decided to pursue a career that further aligned with his strengths and ambitions, and currently serves as a Business Analyst for WRR Wealth Management. His primary responsibilities include investment research, portfolio management, and operates as the firm's primary trade desk associate.
Tom resides in Lockport, a southwest suburb of the Chicagoland area. Away from the office he enjoys spending time with his family and friends, as well as reading, barbequing, and playing competitive sports.