Broker Check
Tom  Quinn, JD, CFP®, AIF

Tom Quinn, JD, CFP®, AIF

Vice President

Three words that describe me:

Creative, empathetic, energetic

A passion:

I’m passionate about helping people. That’s one reason why my role is a great fit. I also enjoy helping people through service involvement with Leadership Greater McHenry County and Northwestern Memorial Foundation.

A fun fact:

I have embraced the outdoors from a young age and spend most of my free time in the woods, on a lake or in my garden.  If I wasn’t working in the wealth management industry, you might find me guiding people on a trout stream or growing veggies and garlic for my homemade pizzas.

My education:

In addition to a bachelor’s degree from the University of Iowa, I have a law degree from John Marshall Law School in Chicago. I hold a FINRA series 7 and 66 license, I’m a CERTIFIED FINANCIAL PLANNER™ professional, and I am an Accredited Investment Fiduciary.

Why me:

With twenty-five years in the industry, I’m still excited to meet with individuals and business owners, hear their stories and plans, and then develop personalized solutions. I also specialize in creating employer sponsored plans. Aside from my industry expertise, I’m very proud of the great team we have and I know our clients will benefit from our focus on creating long-term relationships.