Tom is a 2016 graduate of DePaul University, located in Chicago, where he earned his Bachelor's Degree in Finance and Minored in Economics. He holds FINRA Series 7, 63 and 66 securities registrations, along with being a Charted Financial Analyst (CFA) Level III candidate. Prior to Wells, Roselieb and Raia Wealth Management, he spent time in the banking and brokerage industries.
Tom has been with WRR Wealth Management since 2018 and currently serves as a Business Analyst for the firm. His primary responsibilities include investment research, portfolio management and financial modeling. Tom also operates as the firm's primary trade desk associate and heads the firm’s Investment Committee.
Tom resides in Oak Lawn, a southwestern suburb of Chicago. Away from the office he enjoys spending time with his wife and their dogs, barbequing, and traveling.