Tom Trost, CFP
“I’m very grateful that I have the privilege and responsibility of helping people pursue their financial goals. Working closely with each client, we work with you to develop and customize a clearly defined plan and investment strategy to help you pursue the things that matter most.”
Tom Trost is a Wealth Advisor at Professional Wealth Advisors, LLC. He brings over 10 years of financial planning services knowledge and wealth advice, assisting clients and business owners in the pursuit of their personal and professional goals.
Tom is proud to be a part of Professional Wealth Advisors, LLC, an independent wealth management firm that is truly objective. A firm that always puts the client’s interest ahead of the company.
Prior to joining Professional Wealth Advisors, he served as a Financial Advisor at the Dupage Credit Union and before that was a financial planner for an independent firm.
Tom graduated with a Master’s Degree in Business Administration from Southern Illinois University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC®). He currently holds licenses for FINRA series 7, 63, and 65 through LPL Financial as well as Life and Disability Insurance.
He and his wife Nicole live in Wheaton, IL and are excited to become parents for the first time. They enjoy traveling, golf, and making beer as well as cheering on their many nieces and nephews in all of their activities.
Tom’s favorite quote: “An ounce of prevention is worth a pound of cure.”-Benjamin Franklin