The Story Behind Wholestory
We are your steady partner for navigating financial decisions, managing portfolios, and coordinating every piece of your financial life.
Throughout our years of experience in the industry, we saw too many people receiving transactional advice when what they really needed was a trusted partner. We saw our own friends and family — busy professionals, caregivers, widows, divorcees, and family decision-makers — who often felt overwhelmed by their financial lives, too busy, or unsure where to turn for guidance. Sometimes they didn't know what questions to ask. Sometimes they simply didn't have the time or desire to manage every moving piece on their own. And sometimes, they just wanted someone they could trust.
So we built a boutique firm designed to provide more personalized care through a high-touch service model.
Meet your partners in the process.
Megan Driscoll Trolley
Megan brings more than 25 years of investment experience - 15 years trading global equities and credit at Perry Capital in New York and London and 10 years as a proprietary trader in Chicago. A Certified Private Wealth Advisor®, she holds an MBA from Northwestern's Kellogg School of Management and a Bachelor of Arts in Economics from Boston College.
Maura Driscoll Egan
Maura is an accomplished financial industry leader, with experience spanning investment management, strategy consulting, and insurance. Throughout her career, she's focused on how to make things better - leading teams that improved returns, enhanced customer experiences, and introduced innovative products. She holds an MBA from the University of Chicago Booth School of Business and a Bachelor of Science from Cornell University's College of Engineering.
Why the name “Wholestory?”
Simply put, because your finances are only one chapter of a much bigger life.
We are in the business of numbers, but numbers are only part of the equation.
Your goals, your family, your values, your experiences, and your dreams all shape the decisions you make about money.
That's why we believe financial planning should never begin with accounts or investments.
It should begin with you.
When your financial plan is connected to your whole story, it becomes more meaningful, more intentional, and more capable of supporting the life you want to live.
What We Believe
Our philosophy is simple: financial advice should help you feel more confident, more prepared, and more supported in every chapter of life.
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Empowering Your Story
Whether that's funding retirement, supporting family, traveling, giving back, or creating a legacy, your financial plan should lay out the path to make those goals a reality. The best advice considers the whole picture. And we don’t give recommendations until we understand what matters most to you.
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Giving You Peace of Mind
We believe financial decisions become easier when you understand your options and have a thoughtful plan in place. Our goal is to help you save time, reduce your mental load, and give you peace of mind. We bring clarity to complexity so you can move forward with confidence.
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Partnership Forward
We’re here to be an extension of your life. A partner through the complex. A guide to make your life easier. But we don’t leave you behind either. We’re with you every step of the way, opening up the dialogue and working with you through it all.
Let’s talk about your story. Whether you have questions, are navigating a transition, or simply want a trusted partner by your side, we're here to help.
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We start with a conversation. Together, we'll explore where you are today, what's most important to you, and how thoughtful planning can help support the future you envision.