Tom Trost
Tom Trost
CFP®
Financial Advisor
(630) 718-8333
625 E Roosevelt Rd
Wheaton, IL 60187
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My Background

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

As a trusted partner of DuPage Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:
  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My education . . .
  • MBA from Southern Illinois University.
  • Certified Financial Planner designation.
Personal . . .
  • Resident of Wheaton .
  • Volunteer for several different COD events and programs.
  • Served in the U.S. Army from 2000-2008 and left as a Staff Sergeant.

Professional Services
  • 401(k) Planning
  • Personal Financial Assessments
  • Estate Planning
  • Financial and Insurance Planning
  • Tax-advantaged Investment Planning
  • Wealth Preservation
  • Education Funding
  • General Investment Management
  • Investment Management for Seniors
  • Retirement Income Planning