The Tancill Investment Group

Christopher W. Tancill, AIF®, AWM, CPFA®

Managing Director - Branch Director, Senior Consulting Group

608-252-7503

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John R. Whalen, Jr., CIMA®, MBA

Vice President - Financial Advisor, Consulting Group

608-252-7502

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Prior to becoming a financial advisor, John was a vice president and wealth management consultant for RBC Wealth Management. Based in Chicago, he helped financial advisors and their clients identify strategies to accumulate wealth and convert that wealth to income. Before joining RBC Wealth Management in 2007, John spent 21 years in the financial services industry, holding executive positions involved in portfolio management, fixed income trading and retirement planning. He has significant experience working with individuals and boards in the foundation and endowment market, helping them understand their fiduciary responsibilities and assisting them in creating an investment policy statement and investment plan to meet those responsibilities. John’s skill set also includes in-depth experience meeting the unique needs of institutional investors and high-net-worth clients, with a focus on portfolio construction and investment manager analysis. In providing counsel to investors, he employs a planning discipline that helps identify needs, concerns, expectations, in addition to important commitments and goals. Additionally, his expertise includes retirement planning, insurance solutions, charitable giving strategies, as well as estate and trust planning considerations.

A graduate of the University of Wisconsin – Madison, John received his bachelor’s degree in business administration with a major in finance, investments and banking. He holds an MBA in strategic management and entrepreneurship from the University of Chicago and earned the Certified Investment Management Analyst (CIMA®) designation. He has passed the Series 7, 53 and 63 exams. John served as an adjunct faculty member at the College of Lake County, where he taught a variety of business courses and has spoken on wealth management topics at conferences and other events held across the country.

John and his family enjoy traveling, hiking and have a particular passion for skiing. He and his wife Adrienne have five adult children and eight grandchildren.

Garrett Jones, CFP®, CPFA®

Financial Advisor

608-252-7512

Garrett’s strong analytical skills and resourceful nature are invaluable attributes for the day-to-day administration of our client’s investment portfolios. His intellectual curiosity adds a respected dimension to the research and trading functions for our team’s investment committee and portfolio management. Garrett’s extensive experience with various data and research providers means we can quickly access the data we need to discuss an opportunity or challenge facing our clients.

Prior to his current career, Garrett was a touring professional golfer. He competed on the Web.com, NGA, eGolf, and Dakotas tours and accumulated more than 15 victories as a professional. He looks to bring the same commitment, work ethic and excellence into serving our clients. Currently he remains active as a competitive golfer with amateur status and competes regularly in local, state and national golf events.

Garrett graduated from the University of Wisconsin – Madison with a Bachelor of Business Administration degree in finance, investments and banking. While in college, he was a four-year letter winner and a two-year captain on the UW Men’s golf team. As a senior financial associate at RBC Wealth Management, he has passed the Series 7 and 66 FINRA exams and holds life and health insurance licenses. After completing the extensive curriculum required, Garrett also earned his CERTIFIED FINANCIAL PLANNER™ certification. The multi-year CFP® program is a well-regarded certification awarded by the CFP® Board to individuals that meet rigorous educational, testing and ethical standards. Along with being well-versed in developing integrated wealth management plans, this certification equips Garrett with a robust theoretical and practical knowledge of investment products and services, an unwavering commitment to the highest ethics, and a steadfast commitment to putting your interests first.

Born and raised in Rewey, Wisconsin, Garrett has called Madison his home since moving here for college in 2003. In his free time, Garrett enjoys golfing, fishing, traveling, working out and seeing friends and family.

Nicholas Tancill, CPFA®

Financial Advisor

608-252-7517

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Griffin Geisler

Wealth Strategist

Griffin serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Griffin partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Meet the team