8755 West Higgins Road,,
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:
We also can answer your questions, including:
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.
Private Wealth Advisor
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 exams: Series 6 & 7 (General Securities), Series 63 (Uniform Securities Agent State Law), and Series 65 (Uniform Investment Advisor Law). He completed the CERTIFIED FINANCIAL PLANNER™ certification program in 2001, through The American College in Bryn Mawr, Pennsylvania. Tom earned two degrees in the area of finance; a BS from DePaul University and an MBA from Michigan State University.
Tom is a native of Chicago, now living in the western suburbs with his wife, Becky. Together, they have two grown children. He enjoys biking, traveling and spending time with family.
Director of Financial Advisory Services
Chief Investment Strategist
Director of Planning