Tom Rossi CLU®, CFP®
Login to view DISC.Tom Rossi is a Partner and Private Wealth Advisor at Next Phase Advisory Group, holding CFP® and Chartered Life Underwriter certifications. A graduate of Loras College, he leverages his background from Northwestern Mutual to help clients align their wealth with their values and secure their financial future.
Residing in Naperville with his wife and three children, Tom is deeply involved in his community. He spends his free time coaching his childrens sports teams, playing golf, and avidly following Chicago sports.
He is passionate about giving back to his community by coaching youth sports for his three children.
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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