I received a bachelor's degree in accounting from Northern Illinois University, passed the CPA exam, then got to work as a public accountant for what is now PricewaterhouseCoopers. This led to a career in financial services including positions running accounting departments as a controller, developing and acquiring new businesses, and managing capital expenditures in excess of a billion dollars for Fortune 500 companies such as ADP and Ameritech/SBC as well as my own business.
One consistent theme of my career has been trying to maximize the financial results and return on investment for my companies. I enjoy being a part of the Edward Jones family because I am now doing this for individuals, which means I get to help my clients buy homes, send their kids to school, retire and even set up the next generation by helping their grandchildren.
I work best with clients who will partner together to identify their goals and who will listen to advice as they save to meet those goals. By doing so, we can work together to make the best possible decisions regarding investment selection, retirement planning, social security strategies, Medicare, estate planning, income production and other needs.
Office Address848 Wheeling Road
Wheeling, IL 60090 opens in a new window
Phone NumberTodd Christman at (847) 808-0268
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|