Tommy joined Wintrust Investments in 2026 as a financial assistant on the Steve Becker Team. Prior to joining Wintrust, he spent three years at Bernstein Private Wealth Management in Chicago as a private wealth associate. There, he built relationships with current and prospective clients to understand and support all aspects of their wealth management and servicing needs.

Tommy has a wide range of wealth management knowledge, but his attention to detail of the client’s needs make him an integral part of the team’s retirement planning efforts. With a strong commitment to service, Tommy focuses on understanding each client’s financial position, allowing him to assist with whatever a client may need, including the development of portfolios to optimize for after-tax returns, education planning, retirement planning, and estate planning.

Tommy graduated from Vanderbilt University with his bachelor’s degree in psychology and minors in economics and business. Tommy holds FINRA Series 7 and 66 registrations.