Todd has been a Financial Advisor with North Star Resource Group since 1987. While his office is in Madison, he maintains a national practice with clients in 45 states. He believes, "If the trust is there, the miles don't matter." As a member of the North Star Medical Division, Todd works with other advisors who specialize in working with physicians to share best practices and the latest trends in medicine.
Todd has been an Editorial Consultant with Medical Economics magazine since 2006.
He is also a frequent speaker at many residency programs and organizations. View Todd's speaking map here.
Todd has a BBA in Marketing and Risk/Insurance and has earned his CFP® (CERTIFIED FINANCIAL PLANNER™ practitioner), ChFC (Chartered Financial Counselor), and CLU (Chartered Life Underwriter) designations. He is a member of many financial services associations and is very active in the community including, Blackhawk Country Club, and the Evans Scholars Alumni Foundation.
Areas of Service Provided by Todd include:
- Tax Minimizing Strategies*
- Life/Disability Insurance Review and Selection
- Investment Consultation
- Employee Benefit Analysis and Coordination*
- Financial considerations with large purchases, Home Purchase Analysis*
- College Education Funding and Retirement Analysis
- Student Loan Management, Deferment, and Consolidation
- Retirement Strategies, Including Rollovers
- Analyzing Employee Benefit Packages*
- Estate Planning and Charitable Gifting Strategies*
- Budgeting Basics and Cash Flow Management
- Net Worth Determination and Analysis
What to Expect from Todd
If there is something that you really should do, or should avoid, Todd will tell you. But, in many cases, the decisions are not black and white. Todd excels at educating and talking his clients though the "decision tree" and explaining the ramifications of all the options. This teaching and consultative approach involves his clients in the process as everyone works together to map out a financial strategy.
A financial strategy is nothing if not acted upon. As your situation unfolds, the trust develops, and it makes sense to make changes to your financial portfolio, Todd will guide you through the options and help you get your financial strategy underway. And, with periodic reviews, make sure your strategy stays current with your financial needs.
Todd is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1558618 / DOFU 08-2016
Todd’s Support Team
Title: Practice Coordinator
Phone: 608.271.3669 ext.224
Title: Investment Coordinator
Phone: 608.271.3669 ext. 273
MadisonNorth Star Professional Center
2945 Triverton Pike Drive, Suite 200
Madison, WI 53711