Thomas Wagner Senior Wealth Advisor | Wealth Services
Tom was drawn to the firm’s commitment to delivering personalized wealth services and insurance strategies to his clients with a holistic financial approach. Using the firm’s in-house resources, he provides a face-to-face interaction between solution experts and clients that integrates all disciplines of financial success into one collaborative strategy. Tom spent 18 years trading stock index options and volatility products at the Chicago Board Options Exchange and Chicago Board of Trade. Having navigated the front lines of both bull and bear markets, Tom brings a unique industry perspective of the risks and returns of today’s investing environment. His extensive experience guides his clients through their long-term investment strategies while taking advantage of the potential market volatility.
Tom lives in Naperville, Illinois with his three children, to whom he has devoted many seasons to coaching sports such as basketball, football, and soccer. When not chasing three kids around, he enjoys running, barbecuing, and riding his motorcycle.
Education: B.S., Finance, University of Illinois College of Business.
Investment Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Triad Advisors LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad Advisors.