Instantly download this 10-page guide to discover:Meet The Team
The team behind Wealth Planning Network is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Michael Jankowski President & CEO
A frequent seminar leader and lecturer, Michael specializes in working with physicians, business owners, and corporate executives. He is the President and CEO of Wealth Planning Network, Chicagoland’s premier wealth management and estate planning firm.
Michael has been a financial advisor in the area for over 25 years and has successfully helped hundreds of affluent families achieve their financial and estate planning goals. Through a combination of personalized attention, industry expertise, and the latest technology, Michael, and his team, along with Chicagoland’s premier attorneys and CPA’s, provide a complete financial and estate plan that is tailored to meet the unique goals of each client.
Michael specializes in asset protection, estate and income tax minimization, investment management, and charitable giving strategies to maximize his clients’ assets throughout their lives and to their heirs. Michael is dedicated to providing each client with sound and conservative financial solutions.
A native resident of the Chicagoland area, Michael currently resides in Burr Ridge and enjoys hiking, biking downhill skiing, reading, and spending time with his four daughters.
* The standards for this paid listing are based on but not limited to good standing with the Financial Industry Regulatory Authority and the U.S. Securities and Exchange Commission.
Tom Carroll Vice President and Private Wealth Advisor
Tom Carroll joined the Wealth Planning Network in 2022 to continue the work he feels he is meant to do which is to help people navigate the often confusing world of personal finance. Tom applies a holistic approach to planning by listening to what is important to his clients and guiding them to achieve their goals while helping to minimize income and estate taxes. Tom assists to ensure there is a plan in place to pass on their businesses and assets to their next generation in a tax efficient manner.
Tom has been in the financial industry since 1998 and has held roles of increasing responsibilities with brokerage firms, institutional asset managers, hedge funds and the asset management divisions of banks. Tom was most recently a financial advisor with Merrill Lynch and had a previous role for nearly ten years as the Division Manager of Northern Trust’s Private Equity Operations.
Tom's previous roles took him literally around the world to India, Australia, England, and many cities in the United States. These days he is mostly staying closer to home which is in Downers Grove. Tom is a married father of three. He graduated from Eastern Illinois University, where he met his wife, and has earned his MBA from DePaul University. He holds the Series 7 and Series 66 registrations as well as Life, Health and Long-term care insurance licenses. Tom looks forward to getting to know you and what is important to you and your family.
Bogusia WrzosekDirector of Client ServicesWealth Advisor
Bogusia Wrzosek Client Services and Marketing Specialist
Bogusia joined Wealth Planning Network in June 2023 as client services and marketing specialist and brings over 15 years of invaluable experience in the banking and insurance industry. Prior to joining our team, Bogusia worked as a relationship manager with Bank of America, where she successfully built and maintained strong relationships with clients. With deep understanding of our clients’ unique needs and objectives, Bogusia is committed to delivering exceptional service, tailored to each client’s specific requirements, allowing us to provide them with effective financial solutions and a seamless experience.
Bogusia holds a bachelor’s degree in Applied Management: Instructional Technology and Training from Northern Illinois University. By combining her technical knowledge with a personal touch, Bogusia creates an environment of trust and open communication, ensuring that our clients’ financial goals and aspirations are fully understood and addressed. Bogusia also obtained her Series 7 license with Merrill Lynch and is currently working toward obtaining her Series 66 and life insurance licenses to further enhance her ability to assist clients in protecting their financial well-being.
Beyond the world of finance, Bogusia has a passion for spending time in nature and exploring new destinations through travel. This dedication to personal growth and exploration mirrors our firm’s philosophy of continuously seeking innovative solutions and staying ahead of industry trends.
Nicole BennetVice President of Client OperationsWealth Advisor
Nicole Bennet Vice President Client Operations
Nicole joined Wealth Planning Network in May of 2023 from one of the largest investment banks on Wallstreet. She has helped people at or near retirement navigate their journey by aiding them in achieving their investment management, estate planning and risk management goals. With over 2 decades of client service management, she believes that watching out for an individual’s overall financial well-being is key to delivering superior service throughout their financial planning engagement.
Based in the vibrant Southwest Suburbs of Chicago, Nicole cherishes her time outdoors, basking in the sunshine, pursuing her passion for cooking. She also shares her life with Maz, a beloved rescue Chihuahua.
With Nicole's guidance and commitment, Wealth Planning Network is here to help you achieve your financial aspirations and secure a prosperous future.
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For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
