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.
Lisa Fabrizius Vice President and Private Wealth Advisor
Lisa has over 22 years of experience as a Wealth Advisor, providing wealth planning and financial services to high-net-worth clients, executives, females in transition and multi-generational families. Lisa is dedicated to building strong and lasting relationships with her clients, helping them to achieve their long-term financial success.
Lisa specializes in investment management, estate, insurance, asset protection, and tax minimization through Wealth Planning Network’s holistic approach. Lisa’s priority is understanding clients financial and personal goals, providing proactive communication, and customized planning strategies. Lisa joined Wealth Planning Network as a Private Wealth Advisor in 2023.
She holds a Bachelor of Science in Marketing from Northern Illinois University, as well as her MBA. Lisa holds her Series 7, 24, and 66 and is also licensed in life, health and long-term care insurance. She currently resides in Sycamore and enjoys, running, being outdoors, reading a good book and spending time with her 3 kids.
Lauren C. Jankowski Director of Client Operations
Lauren C. Jankowski Director of Client Operations
Lauren has been with the Wealth Planning Network team since 2014. She is responsible for the communication and business development efforts of the firm. Lauren is also the lead contributor of all financial educational white papers, articles, and web content that Wealth Planning Network provides to local and national media outlets.
Lauren provides Wealth Planning Network clients with an unsurpassed commitment to client satisfaction. Her primary goal is to provide a "same-day" response to answer any questions clients may have. In addition, she supports Michael in the preparation of client financial and investment plans.
She holds a Bachelor of Science in Business Administration from Aurora University and graduated with high honors in 2015. She is a licensed life, health and long-term care insurance agent. She began her CERTIFIED FINANCIAL PLANNERTM professional (CFP®) certification through Northwestern University in 2017. She has obtained her certificate of course completion and sat for the National Board exam in November 2018.
Kimberly M. Valentino Client Services Specialist
Kimberly M. Valentino Client Services Specialist
Kim has been with the Wealth Planning Network team since 2019. She brings 18+ years of insurance and securities experience. Kim holds an Illinois life and health insurance license as well as FINRA Series 6 and 63 registrations.
Kim’s excellent customer service experience and industry knowledge allow our clients to feel secure knowing that our firm is always looking out for their best interest. She helps the team provide additional personalized service to each of our clients. Kim spent the most recent part of her career working at a local Northwestern Mutual office.
Kim is a Chicagoland native but enjoys traveling as well as cooking, being outdoors and spending time with friends and family.
Courtney Madigan Director of Marketing and Client Services
Courtney Madigan Director of Marketing and Client Services
Courtney is the Director of Marketing and Client Services for Wealth Planning Network. She has been in the financial industry for 9 years and brings excellent customer service and industry knowledge to the firm. Courtney is responsible for overseeing daily operations, preparing client financial and investment updates, as well as office management and ongoing daily administrative duties.
Prior to joining WPN in December 2022, Courtney worked as a Paraplanner/ Administrative Assistant to a CFP® Wealth Advisor. She developed client goals and objectives and oversaw the implementation of suitable investment plans for the clients.
Courtney attended Robert Morris University, obtaining her bachelor’s degree in business management. She also holds the Financial Paraplanner Qualified Professional™ (FPQP®) designation from the College for Financial Planning.
Courtney is a mother to two beautiful children, and she loves spending time with them and her husband exploring nearby towns.
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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.
