Tom and Matt have been business partners since 2003. In 2016, 2017 and 2018, Tom and Matt were named to the RBC Wealth Management President's Council. The President’s Council honor is awarded annually and recognizes financial advisors for their outstanding performance and professional growth, and demonstrating leadership in client service.


 

Thomas J. DiPasquale

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus

815-637-7883
Email |
815-636-4010

Since 1982, Tom has achieved a distinguished career in financial services by always putting his clients’ interests first and by providing exceptional personal service. He specializes in serving the needs of successful individuals and their families for investment, retirement and estate planning. Before joining RBC Wealth Management, Tom served 24 of his more than 37-year career in the financial services industry as a senior vice president and financial advisor with A.G. Edwards and Wachovia Securities. He has been recognized for his outstanding performance as a member of A.G. Edwards and Wachovia Securities President’s Councils and Chairman’s Councils for more than 20 years. Tom is currently the branch director of the successful RBC Wealth Management branch in Rockford, Illinois. Tom holds a Bachelor of Arts degree in business administration from Loras College in Dubuque, Iowa. He has passed the Series 3, 7, 8, 63 and 65 securities exams, and holds life insurance and annuities licenses.

Tom has been named to the RBC Wealth Management President’s Council since 2016. The President’s Council honor is awarded annually and recognizes financial advisors for their outstanding performance and professional growth, and demonstrating leadership in client service.

Tom is married to LeAnn. They have five grown children: Joseph, Stephanie, Roman, Allison and Michelle. In his free time, Tom enjoys sports, going to the theater, movies and visiting his children across the United States.

Matthew M. Montalbano, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

815-637-7884
Email |
815-636-4010

Matt began his investment career in 1997 at the corporate office of Robert W. Baird in Milwaukee, Wisconsin, where he served for seven years prior to moving to Rockford, Illinois. Matt specializes in working with corporate executives within the retail sector. His knowledge includes advising on corporate benefits specific to clients’ respective companies, including stock options, restricted stock, deferred compensation and 401(k) plans. Matt earned a bachelor’s degree in finance from the University of Iowa. He has passed the Series 7, 31, 63 and 65 securities exams, and holds insurance and annuities licenses. He is also a CERTIFIED FINANCIAL PLANNER™ professional.

Matt has been named to the RBC Wealth Management President’s Council since 2016. The President’s Council honor is awarded annually and recognizes financial advisors for their outstanding performance and professional growth, and demonstrating leadership in client service.

Matt lives in Belvidere and is married to his high school sweetheart, Natalie. They have three children: Madeline, Nathan and Addyson. Matt is an active member of Holy Family Catholic Church and is a member of the Boylan Central Catholic High School Foundation Board. He is a regular blood donor. Matt enjoys spending time with his family and an occasional cigar and bourbon.

Tara Vanden Branden

Branch Service Manager/Client Associate

815-637-7886
815-636-4010

Tara has a Bachelor of Science degree in business management from St. Cloud State University. She is a very personable, highly-organized individual who enjoys meeting new people, and is not afraid of change.

Prior to joining the RBC Wealth Management team, she held a variety of roles in her career history, including more than 20 years in direct sales with The Pampered Chef, hotel management, catering sales and event planning, refractive coordinator and marketing director.

Tara and her husband, Josh, are originally from Green Bay, Wisconsin, and are avid Packer fans. They have three daughters: Hailey, Hannah and Abby. Tara enjoys traveling, and spending time with her family. She loves to cook and entertain, and also enjoys scrapbooking and exercising. crapbooking, boating and exercising.

Julie Peterson

Client Associate

815-636-4021
815-636-4010

Prior to joining RBC Wealth Management, Julie spent 24 years in the securities and investment industry. She has proven herself successful in providing exemplary client service and has really enjoyed her relationships developed over the years with clients. Julie is licensed in life and health insurance. She and her two sons, Kyle and Nicholas, live in Loves Park, Illinois. Julie stays busy with her boys’ sporting events. She enjoys cooking, swimming and the outdoors.

We have a monthly insight written by Tom and Matt, and it aims to discuss current information we feel is important for our clients to know and understand. It is designed to be short and to-the-point. Please contact us if you would like to be added to our distribution list.

Thank you for visiting our website! Please contact us with any questions, feedback or any suggestions for additional content. Thank you!

– Tom, Matt, Tara and Julie