Todd believes that trust and integrity are the hallmarks of any client relationship. He puts the needs of clients first and foremost.
Every client is different, whether they are planning for retirement or wanting to pass on wealth to the next generation. Each person’s financial goals are unique to their stage of life. As a result, it is essential to take time to visit and get to know each person, to gain a thorough understanding of those goals and work together to create effective solutions for individuals, extended families, business entities, charitable organizations, and non-profits. Todd’s areas of expertise include risk assessment and portfolio analysis, estate planning, tax planning, cash flow analysis, as well as education funding.
With constant life and goal changes, Todd and his team are a firm believer in ongoing and timely communication with our clients. In addition to his almost 30 years of experience, Todd also brings to the table the vast resources of Baird. He has access to a dedicated team of highly experienced experts, along with a broad array of investment products. Todd is also able to take advantage of Baird’s sophisticated planning and analytical tools to help evaluate portfolios and build investment plans that help address client’s current and future financial needs.
Todd holds his FINRA Series 7, 66, 63 and 31 licenses. He also is insurance licensed for annuity, life, health, and long-term care.
Todd and his wife, Lisa, reside in Dunlap with their daughter Emma and son Zachary. He is an active member of St. Jude church. Todd is involved with several local charitable organizations which include HOI Big Brothers Big Sisters, Peoria Rescue Ministries and The Center for Prevention and Abuse. When he is away from the office, he enjoys spending time with his family, traveling back to Wisconsin, coaching, and watching all their kid’s sports and activities.