About

Todd has been working with small business clients and individuals since 1996. An active supporter of his community, Todd has worked with the Anderson Animal Shelter, a Chicago-area anticruelty society, for more than 10 years. Todd is an multi-winner (2017-2023) of the “FIVE STAR Wealth Manager” award.* He is also involved with Immanuel Lutheran Church, as well as the Kane County Forest Preserve. Todd currently resides in West Dundee with his wife, Lisa.

Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019, 2020, 2021 or 2022 FIVE STAR Wealth Managers. Awarded 10/01/17 for the period of 12/16/16 - 8/03/17. Awarded 10/01/18 for the period of 1/12/18 - 8/17/18. Awarded 10/01/19 for the period of 1/07/19 - 8/09/19. Awarded 10/01/20 for the period of 1/06/20 - 8/07/20. Awarded 10/01/21 for the period of 12/28/20 - 8/06/21. Awarded 10/01/22 for the period of 1/24/22 - 7/29/22. Awarded on 10/01/23 for the period of 1/09/23 - 7/31/23.

Education

  • Winona State University

Awards

  • Forbes Best-In-State Wealth Advisors - #129 in Illinois – State (High Net Worth)¹

Additional licenses and designations

  • Insurance License
  • Awarded 4/8/25 for the one-year period of 6/30/23-6/30/24.

Articles by topic

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What happens to your estate when you die? Learn how probate works, the role of an executor, which assets bypass probate, and how to prepare your estate for a smoother transition.
2/26/2021

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