Tom McCartney
Founding Principal, My Advisor & Planner | Wealth Manager, RJFS
Tom started in the industry in 1987. Through the decades, he has started, grown, and sold several Broker/Dealers, SEC-Registered Investment Advisory Firms, and multiple insurance agencies. Having success both as an entrepreneur as well as in large corporate settings, you'll find Tom's insights to be invaluable.
Tom is active in both professional and philanthropic communities. He currently on the Board of Directors for the presitigous Financial Services Institute which takes him to Capital Hill regularly to help promote investor-friendly legislation. He is the Past President of the Fox Valley Estate Planning Council and has returned to the Board of Directors at Elgin Country Club. He is also involved in several Chambers of Commerce and is an active Parishoner at his Church.
Tom and his wife, Gina (International Flight Attendant), reside adjacent to Elgin Country Club along with their rescue dog, Otis. They are especially proud of their two grown children and welcomed their first grandchild in 2024. Outside of work and spending time with family, they enjoy traveling and socializing at Elgin Country Club where Tom is a past President.
Licenses
- Series 6, 7, 24, 26, 63, 66
- Life and Accident & Health Licenses