Tom Wagner

Tom has over 30 years of experience in the financial service industry. Having graduated with high honors from the University of Illinois Business School with a Bachelor's of Science degree in Finance, he began his career in the investment industry as a floor trader on the Chicago Board Options Exchange trading stock options and futures. Over 18 years in this exciting career, Tom studied and learned about the markets at a close-up level few get to see. He now utilizes his unique perspectives on what drives stock market returns and volatility to design personalized investment strategies for his clients to help them reach their financial goals.

As an advisor, Tom relies on his knowledge, experience, and passion to guide his clients to successful financial outcomes. His clients receive a comprehensive approach encompassing all aspects of a sound financial plan as a driving factor to this success. Finally, clients can expect a partner who values relationships built at a personal level, alongside their professional one, as a cornerstone to serve and strengthen client relationships and outcomes.

Tom would say in many ways his professional life is his personal life. One day he will take up woodworking or another hobby but for now, when he is not focused on his clients, he enjoys spending as much time with his adult children as possible, traveling abroad with friends, and exercising outdoors as the weather allows. GO ILLINI!!!