Retirement Planning | Wealth Management | Insurance | Tax Planning |Mortgage Planning
Estate Planning | Insurance | IRA | 401k
See disclaimer info under the About tab. As a Fiduciary Advisor with a Behavioral Financial Advisor (BFA™) designation, he focuses on aligning your financial decisions with your personal values. Teds goal as your wealth advisor is to be a resource and part of your team for your financial life. He will work with you to determine your risk tolerance and then align your investments. He will create a comprehensive life strategy that includes retirement planning, tax mitigation, generational gifting, and financial safety. Additionally, he will coordinate with your attorney and CPA to ensure all aspects of your financial life are aligned. VestGen Wealth Partners, the firm Ted works with, manages over 5.4 billion dollars in client assets (as of 11/01/2024). Ted selectively works with client families where he can make a significant impact, allowing him to dedicate personal attention to each situation. He acts as your direct advocate, supported by a team of 13 members to bring you their best ideas. Recognizing the importance of mental preparation for retirement, Ted authored the popular Amazon book “RETIRED – What do you want to do for the next 30 years?” This book focuses on finding happiness in retirement, rather than financial aspects. Ted is very active in the local community. He is a member of the Board at Boulder Ridge Country Club, St. Catherine’s Knights of Columbus, and Sleepy Hollow Service Club. Ted graduated from St. Norbert College in De Pere, Wisconsin with a Bachelor of Business Administration. He is married to his college sweetheart, Kelly, and together they have four young adult children. He enjoys golf, playing guitar, and volunteer work. He is also an avid Chicago sports fan. Education:
• Behavioral Financial Advisor (BFA™)
• Series 7 Securities Registration
• Series 66 Investment Advisor Registration
• Illinois Life and Health Insurance Producer License
Always consult a financial, tax or legal professional regarding your specific situation. Postings are not an offer to buy or sell securities. Advisory products and services offered by Investment Advisory Representatives through VestGen Advisors, LLC, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Private Client Services and VestGen Advisors, LLC are unaffiliated entities. Third-party posts found on this profile do not reflect the views of VestGen Wealth Partners, LLC, and have not been reviewed by VestGen Wealth Partners, LLC as to accuracy or completeness.
