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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

Private Wealth Advisor

(773) 380-8533

(773) 380-8523

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.



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