Todd brings over a decade of experience within the financial services industry to his role at OneGroup Wealth Partners. With a robust background in servicing corporate 401(k) plans, he specializes in retirement accumulation and distribution planning, as well as asset allocation and investment selection/monitoring.
In collaboration with a client’s team of tax and legal professionals, Todd provides robust yet understandable strategies for clients to achieve their desired financial objectives.
Areas of Expertise:
Investment Management I Asset Allocation Strategies I Retirement Distribution Planning I Corporate Retirement Plans
BA in Mathematics with a Concentration in Statistics, St. Olaf College 2009
Connie has 22 years of experience in the financial & accounting industry. As a critical member of the support staff, Connie is responsible for enhancing the client experience and assisting in managing client service initiatives. She serves as a point of contact for clients in all matters of account administration and works diligently to exceed client expectations.
Some of her many responsibilities with OneGroup Wealth Partners include:
Onboarding of clients | Preparation of client reports | Morningstar research
She has incorporated her extensive administrative knowledge into her role of providing sales and service support to OneGroup Wealth Partners, as well as acting as the firm’s client liaison for ongoing client service matters.