Todd Anthony Trexler

If you are like most of my clients, you’re successful in your professional life but want some guidance on how to maximize your income and minimize your risk.  My goal as your financial advisor is to provide peace of mind knowing you will be protected while preserving your wealth.

As an avid golfer and former Evans Scholar, I like to use a golf analogy in how we approach holistic financial planning.  Just like professional golfers need caddies, I believe you can benefit from informed guidance to protect what you work so hard to achieve. 

A caddie knows the course and can provide tips to avoid hazards from tee to the green. As a financial advisor, I can chart the course of your life and help you prepare for the unexpected.

Since 2012 I've grown my financial planning practice to focus on the needs of families and professionals across the country.  Many of these include Northern Illinois alumni as well as Evans Scholar alumni and golf enthusiasts.  Many have kids and are established in their careers but may not have the time or energy to knock out all the necessary pieces themselves.

Our relationships are rooted in a deep and abiding commitment to do what is in your best interest. 

While a friendly game of golf allows mulligan’s, there may not be many do-overs in life.