Tom Heller

Financial Advisor

           Tom Heller specializes in comprehensive, individualized financial planning with emphasis on retirement planning, stock option planning, NUA issues, trusts and professional money manager programs.

            Tom's professional designations include: General Securities Representative, Registered Investment Advisor Representative, State Securities Agent and Life, Health and Disability Insurance licensed. He also has 27 years of management experience at Abbott Laboratories.

            Tom was born and raised in Kenosha, WI, and received his Bachelor's Degree from Carthage College and then went on to graduate with a MBA from the University of Wisconsin-Whitewater. Tom and his wife Deb have raised three sons who have all graduated from college and are pursuing their own careers.

            Tom Heller is an active member of the Community, where he has been  involved in many organizations including:

  • Board of Directors, S.E. Wisconsin American Red Cross
  • Advisory Board, School of Business, Carthage College
  • Alumni Council, Carthage College
  • Board of Trustee, St. Joseph High School
  • Board of Director, Kenosha Area Business Alliance
  • Board of Director, Rotary International
  • Board of Director, Boys & Girls Club/CYC

            Tom and his wife Deb have been inducted into the St. Joseph Catholic Academy's Athletic Hall of Fame. They both were college athletes and have enjoyed continued involvement in youth sports through coaching, volunteering, and organizing. Currently the enjoy tennis, golf, and sailing the Great Lakes.

Phone 2629256440
Fax 2629971124
Mobile Phone 2629453834