Tom Bennett

After 15 years teaching and coaching students how to reach their potential and enjoy the game of golf, I left the golf industry to help people in even a more impactful way. Northwestern Mutual was the perfect place for me to develop my wealth advisory practice given its financial strength, best in class products, and history of doing the right thing for clients.

I am credentialed, Chartered Financial Consultant (ChFC®), with essential education in Financial Planning, Retirement Planning, Estate Planning, Business Planning, Special Needs and Considerations, Investments, Insurance and Income Tax.

As a Retirement Income Certified Professional (RICP®), I am trained and credentialed in retirement distribution planning. Retirement is a time from which mistakes are harder to recover, the sequencing of investment returns has a dramatic effect, and arriving tax diversified is critical.

Adhering to a code of ethics as a Chartered Life Underwriter (CLU®), I understand the importance of protecting both your human and financial capital as part of a comprehensive financial plan.  Integrating risk management strategies creates optionality and provides added financial security that may not have been possible in achieving your goals.

Education

• Indiana University, Bachelors of Art-Economics
• Northwestern University, Financial Planning Certificant
• The American College of Financial Services, Designations

Awards and Recognition

• Million Dollar Round Table Qualifying Member 2014
  • MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
• National Association of Insurance and Financial Advisors Quality Award 2012-2013
  • Award recognizing commitment to excellence in service to clients and industry

Tom is a graduate of Hinsdale Central High School and Indiana University with a BA in Economics. He completed his professional designations at The American College of Financial Services and is a financial planning certificant of Northwestern University in Chicago.

The mission of his team is to offer successful individuals Boutique Service while delivering strategic advantage for client financial concerns. Tom's clients include various Sales Leaders, Executives, Business Owners, Attorneys, Consultants and Medical Professionals around the nation. 

Tom resides with his family in Clarendon Hills, IL. Personally, he enjoys golf, travel, and spending time with friends and family. He is a supporter of Catholic education and charities. Tom is happily married to his wife Vicki, and has two children, Grace and Clarke. Grace is a graduate from Clemson University in the Honors College. Clarke enjoys golf and basketball and is a graduate Fenwick High School.  Clarke will be attending Miami University of Ohio.