Meet Tom
Tom is a Sr. Wealth Advisor based in Schaumburg, Illinois. He joined Mercer Advisors in 1998 as a financial advisor and held several positions before his current role as a Sr. Wealth Advisor. Tom has been a CERTIFIED FINANCIAL PLANNER® professional since 2003. He earned a B.A. degree in economics from DePaul University. Tom loves helping people reduce and eliminate the stress they often feel around their personal finances, allowing them to remove those obstacles and enjoy life to the fullest.
Tom’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Tom has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Guiding clients through living in retirement with steady income and smart planning
- Helping dentists balance personal wealth goals with the demands of running a practice
- Family businesses navigating succession, liquidity, and legacy goals
His working style
Tom believes in educating his clients by boiling down complex financial decisions into easier, more digestible pieces; helping them create systems to reduce their financial stress.
Tom in real life
What keeps you busy outside of work?
Most of my free time has involved coaching and interacting with youth sports. My wife and I also enjoy cycling and movies.
Why do you like working at Mercer Advisors?
My favorite aspect of Mercer Advisors is that I get to establish close, personal relationships with my clients to help them achieve their goals and objectives. At the same time, I have the resources of a big firm behind me to help ensure clients get the right advice. We provide the best of both worlds: a small boutique feel with a huge roster of professional expertise.
Favorite thing about where you live?
My wife and I have lived in the far northwest Chicago suburbs for decades. I love the accessibility of a world class city, combined with the slower pace and small town feel that still allows me to enjoy cycling and nature.
Meet Tom’s Teammates
Joy Kaczmarek
Manager, Client Service
What Tom Says
Joy is passionate about serving clients and providing what they need, when they need it. She’s the glue for our team and helps ensure that our advice gets implemented for each and every client.
Grace Bossert
Wealth Advisor
What Tom Says
Grace brings energy and enthusiasm to each client interaction and I love collaborating with her to create the right strategies and outcomes for our mutual clients.
Carin Roman
Wealth Advisor
What Tom Says
Carin is the ultimate teammate, always willing to help find the right solution for even the most complex situations. Clients immediately recognize how much she cares about their individual situation and success.
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