Growing up in a small town like Tremont, Illinois, as an only child, yet part of a very large extended family, taught Todd the importance of family values. His mom, Kathy's family was small while his father, Denny's family was large and both sides taught him that family and friends, taking care of people and remembering your roots were very important. With his loving wife, Amy, of 25 years and three grown children, Trey (23), Taylor (20), and Tanner (19), this large extended family (as of Christmas 2016's get together they numbered 76 between Uncles, Aunts, cousins and the next generation) still helps him ensure those family values will pass on to their children as well.
This dedication to family has always had a profound effect on his wealth management business and his dedication to his clients and their family's well being. For Todd, his relationship with his clients has never simply been about their investments. It has always been about getting to know them intimately, in order to find the true purpose, in their lives, those investments will need to serve.
In his practice, Todd, has never used pre-packaged portfolios for his clients. Each portfolio is hand crafted and the investments are selected by Todd for his client's particular needs and individual situation. He has been known to say, "While we all want cookies, none of us wants to be the cookie cutter".
"We're doing our level best to change the way people think about working with a Wealth Advisor. Most people know they need to be setting money aside in investments," says Todd. "They know what their hopes and dreams are for their families, charitable concerns and their own retirements. They just aren't sure what they need to do to make those aspirations a reality. It is our job to create an environment and a relationship they feel comfortable enough to relay those concerns and then help them, as best we can, in trying to pursue those dreams."