Meet the professionals who can help you Pursue Your Goals


We help individuals and families work toward achieving their ideal retirements.

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 Headshot

Michael Jankowski Founder & CEO

Michael is the founder and CEO of Wealth Planning Network and Parkview Asset Management. He provides comprehensive financial planning and wealth management services to his clientele, which includes affluent and ultra-affluent families, corporate executives, physicians and business owners.

With over 25 years of experience as a private wealth advisor, Michael has successfully guided numerous affluent families in achieving their financial and estate planning goals. Leveraging personalized attention, industry expertise and cutting-edge technology, Michael and his team collaborate with nationally recognized private banks, estate planning attorneys and CPAs to craft customized financial, tax and estate plans tailored to the unique goals of each client.

A nationally recognized speaker, Michael specializes in managing tax-efficient investment portfolios, implementing personalized income and estate tax minimization plans, and offering expert guidance in asset protection, estate planning and charitable gift strategies.

Michael’s exceptional results and value to his clients have earned him the recognition as one of the Best Financial Advisors for Doctors by Medical Economics magazine for 15 consecutive years, as well as a Five Star Wealth Manager by Chicago Magazine for 13 straight years. He is also the published author of
“Wealthy and Wise,” a book that simplifies the complexities of managing wealth for ultra-affluent families.

Passionate about financial education and community empowerment, Michael is actively involved with Catholic Charities and other charitable organizations. A native resident of the Chicagoland area, he currently resides in Burr Ridge, Illinois, and enjoys hiking, biking, downhill skiing, reading and spending quality 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_Carroll2

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.

Lindsay Erazo

Lindsay EarzoExecutive Vice President Consultant

nicole-whitebg1

Nicole BennettVice President of Client RelationsWealth Advisor Associate

Bobbie-Headshot

Bobbie HelmanDirector of Client RelationsWealth Advisor Associate

Headshots_Bogusia-Wrzosek_11.23.23

Bogusia WrzosekDirector of MarketingWealth Advisor Associate

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 877-990-PLAN