WRR WEALTH MANAGEMENT - Key Persons
Andy graduated from Illinois State University in 1984. He holds FINRA Series 6,7,63 and 65 designations, maintains the...
Annika is a 2020 graduate from Illinois State University in Bloomington-Normal, Illinois, where she earned a bachelor's degree in interpersonal communication. After working with children for 10+ years, she decided to join the financial industry and began her career with Wells, Roselieb & Raia Wealth Management in January of 2023.
Annika resides in North Aurora and enjoys golfing, singing, spending time with family and friends, and trying to keep up with her energetic Boxer, Teddy.
Annika Gienger provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice. Wells, Roselieb & Raia Wealth Management is not owned or operated by Equitable Advisors, LLC.
Cheryl has been with Wells, Roselieb & Raia since 2005. She majored in Counseling the Hearing Impaired and minored in Psychology at Northern Illinois University.
Cheryl worked as a Sign Language Interpreter at NIU for 5 years and taught sign language for 17 years through Kishwaukee College. She has been involved in CWS, an organization that helps Aurora area children, as a Past President and Chairperson of their Gift Shop. Cheryl is also very involved in P.E.O., a Philanthropic Educational Organization, of which she has been a Past President of her local chapter, served as chairperson for two committees on the state level as well as on a state convention planning board.
Cheryl resides in Aurora with her husband John. She values spending time with family and friends. Hobbies include reading, crossword puzzles and crafting.
Cheryl Griesemer provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice. Wells Roselieb & Raia Wealth Management is not owned or operated by Equitable Advisors, LLC.
Dave graduated from the University of Illinois having received the "Chick Evans" Caddy Scholarship. He entered the...
Delali is a graduate of Elmhurst University, where he double majored in Finance and Economics. He holds FINRA Series 7 & 66 securities registrations as well as state life and health insurance licenses.
Delali joined Well, Roselieb & Raia Wealth Management in January 2023. He began his career in the financial services industry to assist others in planning for their financial future and to help drive financial literacy in his community.
Born and raised in Oak Park, Delali currently lives in Chicago and enjoys traveling, golfing, and spending time with family and friends in his free time
Job Titles:
- Partner
- Founding Member of Wells
Doug is a Retirement Income Certified Planner, RICP, through the American College of Financial Planning.
Doug is a 1987 graduate of Northern Illinois University, where he majored in Finance. He holds FINRA Series 7, 63, 65, 24 and 53 securities registrations as well as state life and health licenses.
Doug is a founding member of Wells, Roselieb and Raia Wealth Management, and is also a member of the Elite Advisor Group.
Doug and his wife Cindi, married in 1987, live in Downers Grove along with their four children. In their spare time they enjoy traveling and sharing their love of music. Doug also enjoys trying to lower his handicap at a local golf course.
Erik is a graduate of Olivet Nazarene University, where he earned a degree in Economics and Finance from the McGraw School of Business. While in college, he also played running back and was a Team Captain for the Tigers.
Erik started his career as a financial advisor in 2018 and joined Well, Roselieb & Raia Wealth Management in January 2023. He is passionate about helping individuals and families achieve financial success by understanding what is important to them and figuring out the best course to meet those goals.
Erik holds a Certified Exit Planning Advisor (CEPA) designation, FINRA Series 7 & 66 securities registrations, as well as state life and health insurance licenses.
Born and raised in Chicago, he lives in the Old Town neighborhood. He spends his free time staying active around the city with friends and travelling to see his nephews and nieces in Alabama and Alaska when he can.
Gina joined Wells, Roselieb and Raia Wealth Management in April of 2019 as the Operations Manager with over 17 years of financial industry experience. She is responsible for establishing the Firm's policies and procedures and oversees the day-to-day operations. She is a graduate of Dominican University in River Forest, IL with a BA in Finance and Business Administration.
Gina earned her CLF designation in May of 2023 which allows her to achieve key organizational goals, such as developing, coaching, and mentoring, recognizing and applying appropriate leadership styles, and dealing with changing environments.
Gina grew up in the western suburbs where she currently resides with her husband. In her downtime, she enjoys reading, traveling, and spending time with family and friends.
Gina Bracco provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice. Wells, Roselieb & Raia Wealth Management is not owned or operated by Equitable Advisors, LLC.
Greg is a graduate of Indiana University, where he majored in Accounting and earned his Bachelor of Science degree in 1988. Greg has more than thirty years of experience planning and executing business strategies in a wide range of business models in various industries. He began his career at KPMG, where he spent 4 years and became a CPA. Greg then spent 18 years at TransUnion in Chicago, in various management and leadership positions. A significant portion of that time was spent leading the company's M&A strategy, where he led the firm in acquiring six (6) privately held companies across the country in various industries.
Greg holds his Series 7 and 66 registrations, as well as state life and health insurance licenses. His main focus has been helping privately held companies and their executives, as well as senior executives in publicly held companies. Specific areas of work include business diversification and exit strategies, as well as the design of tax efficient long-term personal financial plans. Here, Greg leverages his experience as an equity investor of approximately 35 years, 31 years of real estate investing and 12 years of personal and corporate tax planning and compliance.
Job Titles:
- Senior Client Service Associate
Jo Ann graduated from Indiana University at Bloomington with a BS in Accounting and Computer Information Systems. With 5 years of industry experience, she joined Wells Roselieb & Raia Wealth Management in November of 2020.
Jo Ann and her husband Dustin live in Wheaton with their three children. She enjoys spending time and playing games with family and friends. In her free time, she tends to find herself crafting or refinishing wood furniture. She looks forward to travelling internationally in the future.
Jo Ann Scharf provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice. Wells, Roselieb & Raia Wealth Management is not owned or operated by Equitable Advisors, LLC.
Julie studied Business and Finance at Harper College and Roosevelt University. After working in the Insurance Industry for 20 years, she joined Wells, Roselieb and Raia Wealth Management in July of 2018.
Julie enjoys reading, live music, spending time with family and friends, and volunteering at the local animal shelter.
Julie Madsen provides administrative support services only, and is not licensed or authorized to effectuate trades or provide advice. Wells, Roselieb & Raia Wealth Management is not owned or operated by Equitable Advisors, LLC.
Kate graduated from the University of Illinois at Chicago with a BS in Medical Technology. With 7 years of industry experience, she joined Wells, Roselieb & Raia Wealth Management in January of 2019.
Kate lives in Palatine with her husband, Scott. She enjoys spending time with family and friends, and traveling in their RV.
Kate Andersen provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice. Wells, Roselieb & Raia Wealth Management is not owned or operated by Equitable Advisors, LLC.
Matt is a graduate of Illinois State University, where he received his Bachelor's degree in Finance and Accounting, as well as a minor in financial planning. Matt began with WRR Wealth Management in August of 2021 as a Paraplanner and currently serves as Business Analyst to the firm. He holds FINRA Series 7, 63 and 65 securities registrations.
Matt resides in Sugar Grove, where he has been a lifelong resident. In his free time, he enjoys hunting, fishing, cooking, and hanging out with friends and family.
Matthew Krajewski is registered with Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and provides administrative support services only.
Melody joined Wells, Roselieb & Raia Wealth Management in February of 2022, with three years of industry experience.
She and her husband currently live in Addison with their four dogs. While Melody would consider herself more of a home body, she does love traveling, music and hanging out with family and friends.
Melody Asmussen provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice. Wells, Roselieb & Raia Wealth Management is not owned or operated by Equitable Advisors, LLC.
Michael started with Wells, Roselieb & Raia in April of 2022. He handles trading activity for the model portfolios and had similar roles prior to coming to WRRWM.
Michael is a graduate of Illinois Wesleyan University and completed graduate work in economics at UCSB. He resides in Palos Park with his wife, Mary Grace, and two corgis.
Michael Gentile is registered with Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and provides administrative support services only.
Ryan is a graduate of The University of Iowa where he earned a Finance degree and an emphasis in Accounting from the Tippie College of Business. Ryan also achieved his CERTIFIED FINANCIAL PLANNER™ professional designation in 2010. He holds FINRA Series 7 & 66 securities registrations as well as state life and health insurance licenses. California Insurance License #0K10336. Arkansas Insurance License #7735532.
Ryan is a partner with Wells Roselieb & Raia Wealth Management, and a member of the Elite Advisor Group. He advises clients in the areas of investment management and retirement planning.
Ryan, his wife Kara, and their four children live in LaGrange. Away from the office Ryan enjoys spending time with his family and friends along with running and playing golf.
Stephen Erutti is a graduate of Olivet Nazarene University where he earned his Bachelor of Science degree with a dual-major in Business Administration and Finance/Economics in 2019.
Stephen was in the aerospace industry prior to joining Wells, Roselieb & Raia as a Client Relations Manager in 2022. It was evident that his passion for personal finance, serving others and desire to build relationships made wealth management a great fit for him.
Stephen holds FINRA Series 7 and 66 registrations as well as state life and health insurance licenses.
Stephen was born and raised in St. Louis. He currently resides in Chicago where he stays active in his church, makes time to travel, spends quality time with friends and volunteers for various non-profit organizations.
Stephen Erutti is registered with Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and provides administrative support services only.
Steve is a 1984 graduate of the University of Illinois at Chicago, with a degree in Business. He began his current...
Steven graduated from Loyola University of Chicago in 1984, with a degree in Finance. He holds FINRA Series 6, 7, 63 and 65 registrations, and has 34+ years of industry experience.
Steven is a 1998 founder and board member of the Friends Foundation, which serves families in need. He is a recipient of the Darwin Davis Award for Community Service for exemplary commitment to public service, community development, and volunteerism.
Steven and his wife, Cheryl, live in Palatine and have two children, Michelle and Michael.
Tom is a graduate of Northwestern University in Evanston, Illinois. He earned his bachelor's degree in Economics while...
Job Titles:
- Member of Elite Advisor Group
Tony Raia is a graduate of the University of Dayton, where he earned his bachelor's in Business Administration with a major in Finance in 1998.
Tony holds FINRA Series 7 and 66 registrations as well as state life and health insurance licenses. California Insurance License #0E11533. Arkansas Insurance License #7407961.
He became a Financial Consultant after seeing the extreme financial losses incurred by many people in his life through the downfall of the dot-com bubble; many of whom turned to him for guidance. Tony quickly realized that by focusing his career on financial services, he would be able to help people on a personal basis using a wider spectrum of resources.
Tony is a member of Elite Advisor Group, holds a CFP®, CERTIFIED FINANCIAL PLANNER™ professional designation, and is a Retirement Income Certified Planner, RICP®, through the American College of Financial Planning.
Born and raised in the Chicagoland area, Tony currently resides in Wheaton with his wife Jenny and children Samantha and Anthony. During his free time, he enjoys spending time with his family and friends.