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
Nicole BennetVice President of Client OperationsWealth Advisor
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.