Team Members

Our approach means you benefit from a client-centric, highly qualified team focused on guiding you to make informed decisions. Meet our financial professionals and learn what each brings to our firm.

 
Thomas J. Canale

Thomas J. Canale

Wealth Management Advisor
Office 773-380-4040

In a career spanning nearly 25 years, Tom has led clients to prioritize what really matters through full-picture financial planning.  With competency and compassion, he has established long-term relationships empowering clients to align their actions with their vision for life.  In 2018, he was named by Crain’s Chicago Business as one of “Chicago’s Notable Advisors.” The honor recognizes his industry experience and leadership of an established wealth management practice focused on professionals and entrepreneurs.

Tom’s expertise in special needs planning has allowed him to develop an understanding of the unique circumstances surrounding the financial needs and goals of families with a loved one with special needs.  He was among the innovators who developed Northwestern Mutual’s Special Steps program which guides families to maximize financial resources.  A thought leader and subject matter expert, he frequently speaks on planning for persons with disabilities and their families.

Qualifications

  • Certified Financial Planner™ professional (CFP®)
  • Chartered Special Needs Consultant (ChSNC®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriting (CLU®)
  • FINRA Series 6, 7, 9, 10, 63, 66
  • Life, Health and Long-Term Care Insurance Licenses
  • Marquette University, BA Business

Outside the Office

Tom is a native of Elmhurst, IL and enjoys spending time with his friends and family and cheering on the Chicago Bears.  Tailgate Tom has been known to attend every game since becoming a season ticket holder in 2001. He is married to Melanie, and they have two sons named Justin and Brendan.

 
Hanna Grichanik

Hanna Grichanik

Associate Wealth Management Advisor
Office 773-380-4019

As an associate wealth management advisor, Hanna brings over ten years of honing a consultative and comprehensive wealth management process that serves as a guide for individuals, families, and businesses to manage life situations and transitions.  Her expertise in retirement planning provides clients with proven strategies to plan for, transit into and enjoy retirement while leaving the desired legacy.

Qualifications

  • Certified Financial Planner™ professional (CFP®)
  • Chartered Retirement Planning Counselor (CRPC®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriting (CLU®)
  • FINRA Series 6, 7, 9, 10, 63, 65
  • Life, Health and Long-Term Care Insurance Licenses
  • UCLA Certificate in Personal Financial Planning
  • UC San Diego, B.A. (Cum Laude) in Economics

Outside the Office

Hanna is born and raised in California and is first generation American. She enjoys many forms of dance, ranging from ballet to ballroom. She and her husband, Mark, also enjoy seeing concerts as well as spending time outdoors. They often find themselves traveling, cooking and exploring various recipes. 

 

 
Megan Lepman

Megan Lepman

Associate Wealth Management Advisor
Office 773-380-4025

Megan values the clear framework our team uses to guide clients to make informed decisions.  Behind the scenes, she plays an instrumental role in preparing customized financial plans, supporting analysis and operational support for insurance services.   

Qualifications

  • Certified Financial Planner™ professional (CFP®)
  • Northwestern University Certified Financial Planner™ Certificate
  • FINRA Series 7, 63
  • Life and Health Insurance Licenses
  • Allegheny College, B.A. in Environmental Science and Spanish

Outside the Office

A Chicago native, Megan enjoys city life with her fiancé Mike and two dogs, Wrigley and Hank, and cat Ally. Megan also loves to Soul Cycle, hike and travel.

 

 
Christopher L Silva

Christopher L Silva

Client Service Associate
Office 773-380-4554

Having a family member with special needs, Chris understands the profound impact and importance of holistic financial planning. He brings to all our clients a commitment to provide timely and accurate communications. For our team, he serves as the point of contact for our calendar and scheduling appointments. Furthering our goals to provide educational resources, he coordinates our webinars and speaking engagements, as well as community service outreach.

Qualifications

  • FINRA Series 6, 63
  • Life, Health and Long-Term Care Insurance Licenses
  • The University of Illinois at Urbana-Champaign, BA Interpersonal Communications

Outside the Office

A Texas native who moved to the Chicago area when he was young, he enjoys navigating through Chicago’s food scene.

 
Becky R Wachholz

Becky R Wachholz

Client Service Associate
Office 773-380-4034

The true partnerships we form with our clients and team members is what Becky enjoys most about working within Canale Financial Group.  She assists with onboarding clients and with servicing investment accounts, including processing securities orders and rolling over 401ks and IRAs.

Qualifications

  • FINRA Series 6, 63
  • Life and Health Insurance Licenses
  • Benedictine University, B.A. in Business Management

Outside the Office

A life-long Chicago area resident, Becky enjoys attending concerts and outdoor activities. A favorite is hiking or kayaking during the summer.


There has never been a better time to take care of your financial future.

Let’s Put Our Experienced Team to Work for You.

 

Thomas J. Canale, CFP®, ChSNC®, ChFC®, CLU®
Wealth Management Advisor


The Canale Financial Group

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck