Tom is involved with the firm’s management, he also manages assets for his clients. He specializes in assisting both individual and corporate clients in creating long-term, tailored financial plans and portfolios. He uses his long term investment experience to pick the best suited investments.
Tom has served clients with investment and financial planning needs for 40 years. He earned a B. S. in Business at Bradley University, carries multiple securities licenses and has served on NYSE/FINRA regulatory advisory and arbitration panels.
In his free time, Tom enjoys cooking, culinary shows and exploring new restaurants. He and his wife live in River Forest, IL.
Michael is responsible for the firm and its growth. He helps with many sales and operational tasks.
Michael has been in the investment industry for 30 years and the last several years with Monere. He serves on Monere’s Advisory Board. He studied economics at Quincy University and earned his CFS designation from the Institute of Business and Finance.
When, he is not in his office tabulating numbers, Michael enjoys spending time with his family.
Anthony offers personalized portfolio management. His approach includes all aspects of financial planning tailored to client specific needs and goals.
A graduate of The University of Illinois at Chicago, BS in Architecture and an MBA, Anthony has close to 30 years of fixed income trading experience in municipals, corporates, agencies, CMO’s and governments as well as extensive portfolio management experience.
When he is not in the office, Anthony enjoys spending time working on
DIY projects with his wife and three children.
Terry specializes in developing personalized portfolios using creative and strategic solutions. He actively reviews progress towards reaching his clients' goals.
Terry was born and raised in Arlington Heights, Illinois and graduated from the University of Iowa with a degree in Finance. He began his career as a Financial Advisor in 1994. His licenses include the Series 7, Series 8, Series 24, Series 63 and Series 66.
When he is not in the office, Terry is involved in a non-profit organization called "Just One Dash", which he founded. The organization works with some families on the west side of Chicago making a difference in their lives.
Barry joined Monere in 2015. He has been a part of this industry since 1983.
He graduated in 1965 from Northwestern University with a BA degree in psychology
Besides helping his clients with financial needs Barry is an accomplished wildlife photographer. His pictures were featured in several magazines as well as his feature exhibit at Chicago Botanical Gardens.
Peter offers personalized portfolio management tailored to a client's specific goals and objectives by providing unparalleled service…expertise, guidance and discipline in both equity and fixed income investments. He partners with a team of experienced/skilled professionals–– traders, analysts, and support with over 60+ years of experience.
A graduate of University of Denver, Peter has been a part of wealth management industry for over 30 years. He served on Monere’s Board of Directors as its Vice Chairman. Currently he serves on the Advisory Board to the Board of Directors. He also works as an Investment Advisor for his clients carrying on his grandfather and father’s tradition of excellence.
When he is not in the office, Peter enjoys spending time with his family, volunteering for local charities and riding his motorcycle.