Morrison Financial Services, Ltd. was established with the objective of providing sound broad-based financial advice (including tax, insurance, and investment services) for both individuals and small businesses.  No matter what your income or net worth, our objective is to provide “hands on” financial guidance that will cause your net worth to grow over time with the ultimate goal of financial independence, and to provide guidance during the living-off-your-assets stage of life.

Our Commitment
We are committed to assisting you in making sound financial and investment decisions.  We maintain high standards of technical competence (through on-going continuing education) and integrity in addition to providing a personal service which is trustworthy, friendly, and courteous.    

Our Principle
Developing trust between individuals and their financial advisor is very important.  We aim to earn your trust by providing detailed explanations about your financial situation and assisting you in understanding the issues you are facing as we believe this understanding is vital to successfully making prudent financial decisions.  We will provide honest, straight forward responses to your concerns. 

If you have any questions about your current financial situation or wish to schedule an initial get-acquainted (no charge) appointment, send us an email or call us at 630.752.1155. 

Our Team

  Tom has been providing financial services in one form or another since the early  
  1970’s.  Prior to establishing Morrison Financial Services in 1983, Tom held positions in
  an international CPA firm and provided financial, accounting and tax advice for several
  smaller businesses.  Tom also served as a trustee of a corporate retirement plan for
  which he provided investment advice and direction.  During this time, Tom’s passion to
  assist others with the knowledge learned was kindled which led to establishing his firm. 

  Tom is married to Joan, lives in Wheaton and has three children.

 
  Karma has been with Morrison Financial Services providing financial advice since she
  graduated from Wheaton College with a major in Mathematics in 2000. 

  Karma is self-motivated and earned her CFP^® certificate in 2004.  Tom and Karma
  work jointly with all aspects of client servicing and she prepares all income taxes for the
  firm.  Basically, Karma is a primary individual to get things accomplished for the firm.  

  Karma is married to Nick who is in medical school, lives in Bartlett and is the proud
  mother of three young children. 

  When you contact our office, Terry is typically the first person to greet you.  Terry is our
  all-around assistant with the firm’s day-to-day needs.  Terry has been with Morrison
  Financial Services since the Fall of 2007. 

  Terry is married to Bob, lives in Wheaton and has three children.