Thomas E. Phelan

Tom Phelan began his career in Finance with First Chicago Bank in 1988, and in 1997 turned his focus to financial consulting and wealth management where he has worked for some of the biggest names on Wall Street including Merrill Lynch and Wells Fargo Advisors.  Tom’s decades of banking and investment industry experience provide him with unique insights into the world of finance which he uses to help clients with every aspect of their financial well-being.


Tom resides in Oak Lawn with his wife Sue and 3 sons where he is very active in the community and local government.  Tom enjoys travel, sports, politics, and all types of music (except country).