Todd is a Senior Financial Advisor with 19 years of experience currently serving the Southwest Chicago markets. Todd helps clients see beyond their immediate financial situation and creates a holistic plan for managing their moneyâ today, and throughout their retirement.
Prior to joining the BMO Harris Financial Advisors team, Todd earned a Bachelor of Science degree in finance from the University of Illinois. He is a CERTIFIED FINANCIAL PLANNERâ¢ and a CERTIFIED RETIREMENT COUNSELORÂ®. Todd holds a series 6, 7, 63 and 65 securities licenses, and his life, health, and annuities insurance licenses.
Todd lives in Tinley Park with his wife and three children. Todd enjoys coaching his daughter’s basketball team, traveling the country and volunteering at his church.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFPÂ® and CERTIFIED FINANCIAL PLANNERâ¢ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.