Todd A. Schick

EA, CFP™, CLU™ & ChFC™

President/Chief Financial Advisor

Todd's extensive experience helps clients work toward their retirement dreams. He uses his expertise to develop unique solutions tailored to each client’s needs and goals. Todd has also conducted numerous seminars for large corporations including Sprint, Coors Light, Bayer and Cerner.

Todd has passed the Series 7 and 66 securities exams, holds life and health insurance licenses in Missouri and Kansas, is a CERTIFIED FINANCIAL PLANNER™ professional and has obtained the Chartered Life Underwriter and Chartered Financial Consultant designations. He holds three degrees from Missouri State University: two in computer information systems and one in finance.

A Kansas City native, Todd is dedicated to family values, personal initiative and changing his clients’ lives for the better. He enjoys playing golf, supporting charity events and exercising. Todd is also pursuing his lifelong dream of becoming a pilot. Todd has a loving wife, Susan, that holds down the fort, and is the backbone of many of Todd's endeavors. They are busy outside of work raising their two children, Maverick and Maddison. 

Todd helps clients work toward their retirement goals.

He holds three degrees from Missouri State University: two in computer information systems and one in finance.



Learn 10 more things about Todd by clicking the image below.