Meet Your Team
We’re not satisfied with mediocrity or stagnancy—not in our life or yours—so we’re constantly looking for ways to better serve you and improve our planning process. We take pride in our work, and our goal is to be the best at what we do so we can make the greatest impact for you and your family. To learn more about our team, we invite you to explore the bios below.
David G Milonas CFP®, CLU®, ChFC®, RICP®
Partner and Private Wealth Advisor
David has been a Wealth Management Advisor with Northwestern Mutual since 2003 and is a Co-Founder and Partner of RM Financial Group.
David has a BA in Finance from the University of Illinois at Urbana-Champaign. He is continuously furthering his education in the financial field to better serve his clients. In doing so he has attained the industry recognized CFP®, CLU®, ChFC®, RICP® designations and maintains his Series 6, 63, 65 and 7. Over the years, David has achieved some of the highest honors at Northwestern Mutual and within the financial services industry.
David resides in Downers Grove, IL with his wife Erika and daughters, Josephine and Vivienne. He was born and raised in nearby Wheaton, IL. Outside of work David enjoys golfing, traveling, reading and spending time with his family: and according to his wife, too much time cheering on his favorite Chicago sports teams (Bears, Bulls, Cubs, Blackhawks…in that order)!
Thomas J Rossi CFP®, CLU®
Partner and Private Wealth Advisor
Tom has been practicing as a Wealth Management Advisor with Northwestern Mutual since 1998 and is a Co-Founder and Partner of RM Financial Group.
Tom has been a trusted advisor to his clients for almost 3 decades and enjoys the enduring relationships he has made over the years. He has a passion for meeting new people and building new relationships. When he is not assisting a client with financial planning, he is building strong, influential partnerships with other professionals and building brand awareness in the community.
Tom has a BA in Communications and Business from Loras College, where he played football. He has attained the CFP® and CLU® designations and maintains series 6, 63, 65 and 7. Over the years, Tom has achieved some of the highest honors at Northwestern Mutual and within the financial services industry.
A long time Naperville resident, Tom is married to Amy and together they have four children. When he is not working, Tom enjoys coaching various sports teams, serves as the public address announcer for the Naperville North HS football team and is the lead vocalist for a local cover band – The Commoners.
Melissa has been with Northwestern Mutual and RM Financial Group since 2006. During her time with the firm she has worked in almost all service capacities and has built up a tremendous amount of overall practice knowledge.
Melissa now serves as the firms Director of Operations. In this role she oversees and manages the RM Financial group team and is responsible for building a strong and successful back office.
Personally, she enjoys living in the South Loop, live music, Chicago sports (go Cubs!), dining at new restaurants, hanging out with friends and family as well as her 15-year-old cat, Olive. Melissa also enjoys reading and working out.
Jennifer has been with Northwestern Mutual since 2015. As Director of Investment Services, her area of expertise includes handling the operations and service aspect of new and existing investment accounts, personal planning analysis, investment advisory proposal development and opening new accounts. Once new accounts are active, she handles client services like RMDs, contributions, rollovers, withdrawals, transfers, placing trade orders and changes to investment allocations. She has attained her Series 6 investment license, and maintains her insurance license in the state of IL.
Originally from the Pacific Northwest, she received her B.A. in Vocal Performance and Business from University of Puget Sound in Tacoma, Washington. Before her career in financial services, Jennifer toured worldwide as a professional musical theatre actress.
She currently lives in Wheaton with her daughter. When she is not watching her daughter compete with US Figure Skating, she enjoys travel, books, and great food.
Joe joined RM Financial Group in November of 2021 as the Client Relations Manager for the team.
His role is to create and maintain an excellent customer experience and a high level of service for all of RM Financial Groups clients and prospects. He believes in building long and mutually successful relationships and is focused on the client management, marketing, promotion, and prospecting of the group.
Joe has a BA in Marketing and an MBA in Finance from Benedictine University in Lisle, IL and has prior financial planning, sales, and marketing experience in previous roles.
Personally, he’s married to his wife Nicole and has two daughters, Shay and Remi. He enjoys living in Lemont, IL. When not at work, he enjoys working out, listening to music, following his favorite sports teams, and spending as much time as he can with family and friends.
Kristin is RMFG’s Client Service Administrator and joined the team in May of 2023.
Her role is to ensure the maintenance of an efficient, organized office that allows the partners and existing staff to focus their energy on building client relationships and processing new business.
Kristin received a BS in Biology from Elmhurst College. She has previous office administrative experience in both education and medical settings.
Kristin currently lives in Carol Stream and spends much of her time with friends, as well as with her dog, Sadie. She also enjoys reading, puzzles, and watching sitcoms.
Erika has worked on and off for Northwestern Mutual since 2004. She has held various roles but spent most of her time as the Director of Campus Recruitment, where she enjoyed working with college students in the internship program. After leaving NM to have her first baby, Erika started her own recruiting business, assisting financial advisors in hiring additional team members.
She joined RM Financial Group in November 2023, to help in the operations department.
Personally, Erika lives in Downers Grove with her husband Dave, and they have two daughters, Josephine & Vivienne. Her family keeps her busy, but when she has free time, she enjoys golfing, spending time with friends, reading and traveling.