HT|TC Wealth Partners Information
Contact top employees from
HT|TC Wealth Partners
Summary
HT|TC Wealth Partners is a private company that has been in the industry for 32 years. The company currently specializes in the Financial Services, Asset & Investment Management areas. The position of the CEO is occupied by William M. Giffin. Its headquarters is located at Downers Grove, Illinois, USA. The number of employees ranges from 25 to 100. The annual revenue of HT|TC Wealth Partners varies between 5.0M and 25M. To connect with HT|TC Wealth Partners employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Wealth and Investment Management, Qualified Retirement Plan Design and Administration, Trust and Estate Planning and Fiduciary Services.
SIC Code
6282
DMA Code
Chicago Metropolitan Area
Founded
1993
Estimated Annual Revenue
$5.0M - 25M
Operating Status
Independent Company
Contact HT|TC Wealth Partners
Organization Website
Social Links
Phone Number
630-545-2200
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2011 | Privately Held | 100 - 250 | 32M | $150K | |
| 1982 | Privately Held | 500 - 1.0K | 93.2M | $0 | |
| 1994 | Partnership | 100 - 250 | 30M | $0 | |
| 1989 | Privately Held | 25 - 100 | 14.5M | $0 | |
| 1997 | Privately Held | 25 - 100 | 12.5M | $0 | |
| 2011 | - | 1 - 25 | 5M | $0 | |
| 1988 | - | 100-200 | - | $- | |
| 2002 | - | 10-50 | - | $- |
Employees Turnover 2 quarter 2025
Length of Employment
Employee tenure at HT|TC Wealth Partners shows a diverse range of experience levels:
7% for 1–2 years7% for 3–4 years10% for 5–7 years13% for 8–10 years63% have over 11 years of service at HT|TC Wealth PartnersContact top employees from
HT|TC Wealth Partners
Evan Serwinski
Wealth Specialist
Shannon Stevens
President - Trust Company of Illinois
Ninah Hebert
Client and Advisor Experience Manager
Terence Kothe
Managing Director
Tami Bowman
Retirement Plan Services Director
Doug Eyles
Managing Director
Cheryl Simoncelli
Relationship Manager
Tim Hattendorf
Retirement Services Operations Specialist
Cindy Dugo
Senior Trust Operations Associate
Kimberly OBrien CFP®
Wealth Advisor
Anna Jarusan
Senior Insurance Division Operations Manager
Kevin Rice
Senior Investment Strategist
William Giffin
CEO
Paula Brennan
Office Manager; Special Events
Dan OBrien
Wealth Management Advisor
Cindy Jones
Trust Services Senior Account Executive
Robert Keith
Director
Kathryn McGough
Private Wealth Advisor
Laura Egel
Retirement Plan Services Account Executive
Jenni Engstrom
Account Executive
Wendy Wong
Senior Business Systems & Strategic Analyst
Michael Wrocenski
Client Service Associate
