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Neil J. Moscicki
Senior Vice President, Wayne Hummer Investments

847.879.7922 Direct
844.204.8233 Toll-free
844.238.2636 Fax

Roselle Bank & Trust

1350 West Lake Street
Roselle, IL 60172

Neil J. Moscicki is a Financial Advisor and has been providing comprehensive wealth management services to his clients for more than 13 years. Neil works with private clients and business owners to create an investment plan tailored to each individual’s unique needs. Neil is a CERTIFIED FINANCIAL PLANNERTM practitioner and believes that creating a financial plan is the cornerstone of every successful relationship. 

With his deep experience, commitment to service, and planning background, Neil develops a client profile, works to construct a long-term strategy, and implements a plan to help his clients meet their financial objectives.  Before joining the firm, Neil spent over 13 years serving a wide variety of clients at BMO Harris Financial Advisors in the Roselle, Medinah, and Schaumburg markets.

Neil graduated from Northern Illinois University with a bachelor's degree in Finance.  Neil attended both DePaul University in Chicago and The American College for advanced financial planning coursework. He holds FINRA Series 7 and 66 Licenses in addition to Illinois Life and Health Insurance Licenses. Neil is a long time member of the Financial Planning Association, Investment Management Consultants Association, and Roselle Chamber of Commerce.

Neil lives in Wheaton, Illinois with his wife and three children.
 


 

Katrina Tulloch
Financial Advisor, Wayne Hummer Investments

Richard Tulloch
Financial Advisor, Wayne Hummer Investments

 

630.590.2353 Direct - Katrina Tulloch
630.590.2352 Direct - Richard Tulloch
866.445.6087 Fax

Wood Dale Bank & Trust

171 East Irving Park Road
Wood Dale, Illinois 60191

Schaumburg

1180 East Higgins Road
Schaumburg, Illinois 60173

Elk Grove Bank and Trust

100 Biesterfield Rd.
Elk Grove Village, IL 60007

 

Katrina Tulloch and her husband, Richard Tulloch, joined Wintrust Wealth Management in 2007 and work together as a team providing comprehensive wealth management services to their clients. With a shared commitment for their clients and community, this married couple offers a unique dual approach. They strive to create an investment plan tailored to each individual's specific needs, and create long-term wealth management strategies to help their clients meet their financial objectives.

Richard is a graduate of the University of Iowa with a bachelor's degree in Communications and worked for JP Morgan Chase serving a wide variety of clients before joining Wintrust Wealth Management. After college, Katrina worked in the telecommunication field and started volunteering locally. Richard and Katrina both hold their FINRA Series 7 and 66 Licenses in addition to their Illinois Life and Health Insurance Licenses. Katrina is a performing member of the Downers Grove Music Club and the Elmhurst Art Guild. Both Richard and Katrina are members of the Willowbrook/Burr Ridge Chamber of Commerce.

THE TULLOCH TEAM

The Tulloch Team is comprised of Richard Tulloch and Katrina Tulloch.

Securities provided by Wayne Hummer Investments, LLC (Member SIPC). Accounts carried by First Clearing Corp. (member NYSE/SIPC). Trust and Asset Management services provided by The Chicago Trust Company and Wintrust Capital Management Company, respectively.

Investments products such as stocks, bonds, and mutual funds:
NOT FDIC INSURED * MAY LOSE VALUE * NO BANK GUARANTEE