Todd Chalem, MBA, CFP®
Partner, Financial Consultant
Todd is committed to helping clients pursue their financial goals. He grew up around two family businesses and has been a small business owner himself. He understands the rewards as well as the challenges that face business owners and feels he can utilize his wealth of experience in assisting others. Before joining the AdvisoryOne Group, he was an Options Market Maker and owned his own firm with 70 traders and support staff. He currently serves on the Board of Directors of an online auctioneer and is a member of the Board of Trustees of Emanuel Congregation. He is a graduate of the University of Iowa and earned an MBA from the Kellogg School of Management at Northwestern University. Todd is a Certified Financial Planner (CFP©) professional and utilizes his personal and professional resources to offer a high quality approach to meeting the financial needs of individuals, families and small business owners.