Broker Check
Tess Zigo, CFP®

As a business owner and a mother, I understand the challenges that come with balancing your every day tasks and managing your family's personal finances. There is never enough time in the day to do all the things we know we need to. Many of my clients who are also working parents are so focused on the day to day of juggling it all and managing the household that there simply isn't enough time left for planning for their financial future. 

The greatest fear many of us have is having to work until we die or "what if" we get sick and are unable to work. With proper financial planning and implementation, you can provide for your family and pursue financial independence. I understand the steps that can help you accomplish your priorities through a comprehensive plan that we can implement together and review to stay on track. This way, you can spend your valuable time with the ones you love and be confident you are taking care of the necessary financial milestones.

My background

I studied Finance and Accounting at Northern Illinois University, and spent several years working in Treasury management. Over that period, I developed a passion for personal finance and investing but learned quickly that I love people more than spreadsheets so I needed to get out from behind my excel and in front of real people dealing with the same real money issues I struggle with-balancing the need to enjoy life today but also be responsible for my future. Many of my clients are trying to balance their short term financial needs such as remodeling dreams with long term objectives, from sending their children to college to stepping away from their business but creating sustainable income to continue to enjoy their current lifestyle. As a mother of two toddlers and a business owner, I understand the challenges my clients face with the never-ending demands on their time and energy. 
 
Little known facts
I am originally from Bulgaria and lived in Botswana, Africa for five years until I graduated high school and came to study in the U.S. When I am not meeting with clients, you can find me traveling, hosting casual dinner parties with friends or simply building legos with my little loves (Ben is 4, and Aydin is 15 months old) and my spouse, who has been supportive through this wonderful journey of business ownership.  

 

Waddell & Reed is not affiliated with any other entities referenced.  Waddell & Reed does not offer tax advice.  10/19