Todd is a Financial Advisor with 20 years of experience currently serving the Burlington, Paddock Lake, Twin Lakes, Waterford, and Lake Geneva areas. Providing an in-depth analysis of clients’ unique goals, time horizon, income needs, and tolerance for risk, Todd customizes easy-to-understand financial plans to help meet the needs of individuals and their families.
Prior to joining the BMO Investment Services team, Todd earned a Bachelor of Business Administration degree in finance from the University of Wisconsin-Whitewater. He is a CERTIFIED FINANCIAL PLANNERâ¢ and holds securities licenses 6, 7, 63, and 65, held through LPL Financial along with his life and health insurance licenses.
Todd lives in Muskego with his wife and has three grown children. Todd is a current member of the Big Bend-Vernon Lions Club.
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.