P: (920) 563-9227
Todd began his career with the firm in 2000. He provides guidance to individuals and businesses for their investment and insurance needs. He offers health insurance and Medicare supplement offerings and also recommends life and disability coverage to complement his clients’ financial needs.
He’s been involved in civic organizations in Fort Atkinson and has served as President of the Fort Atkinson Kiwanis Club as well as served on the board of directors for several years. He’s also enjoyed teaching the business class for the Junior Achievement program, sponsored by the Fort Atkinson Chamber of Commerce.
Todd was born and raised in Fort Atkinson, WI, and has been married to his wife, Susan, since 1998. They are both avid sports fans and enjoy attending Wisconsin Badger football games. Also after 27 long, grueling years of waiting on the Green Bay Packer waiting list, they are able to attend Packer games on a regular basis.
Todd offers advisory services through CWM, LLC only.
Getting to Know Todd
Favorite Food: Anything BBQ’d, but especially Burnt Ends
Best Piece of Financial Advice: Start saving 10% of income as early as possible
Favorite quote: “The harder I work, the Luckier I get”
Hidden Talent: Math without a calculator
Favorite movie: Shawshank Redemption
What motivates you: Having a positive impact on his client’s lives.
Favorite holiday: Thanksgiving
Place you would most like to visit: Australia and New Zealand