My Advisor & Planner LLC

(630) 457-4068

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      • About Us
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      • Walking the Walk
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My Advisor & Planner LLC

(630) 457-4068

  • Home
  • About Us
    • About Us
    • Our Team
    • Private Means Private
    • Walking the Walk
  • Professional Services
  • Contact Us
  • Blog
  • Client Access

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 is 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, reside in Elgin, IL, along with their two rescue dogs. They are especially proud of their two grown children. 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

Connect with Tom

www.linkedin.com/in/tom-mccartney

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65 N. River Lane, Suite 212, Geneva, IL 60134 | (630) 457-4068


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