8755 West Higgins Road
Suite 200
Chicago, IL 60631
Tom Kedzie CFP®, MBA
(773) 380-8533
Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Personal risk management
We also can answer your questions, including:
Can I retire early?
Are my investments working hard enough?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Tom Kedzie, CFP®, MBA is a Private Wealth Advisor with RetireWell. He is a licensed life and health insurance agent and has completed the following FINRA (NASD) exams: Series 6 & 7...
Prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million. Bachelor of Science degree in Finance from the University of Maryland.Member of the Association of...
Areas of expertise: the development, training, and implementation of fee-based financial planning within the firm including the integration of the investment and comprehensive financial planning processes.Masters in Business...
Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Holds...
John Schatz joined Lincoln Financial Advisors in 2000. John is currently a Director of Financial Planning. John not only works with planners within his offices, but also nationally with planners and managers throughout the Lincoln...
Julia Santullano, J.D.* Director of Planning LFN National Planning Team * Not practicing. Provides expertise to assist high net worth families, family offices, business owners, and individuals with multiple strategies for wealth...
