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portrait of Todd D Schmekel
FINANCIAL ADVISOR

Todd D Schmekel

DFSA™
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Focus Areas

  • Divorce Finances
  • Business Owner Considerations
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Intergenerational Planning

Personal Interests

  • Camping
  • Skiing
  • Traveling
  • Wine Collecting/Enthusiast
  • Fine Dining

Team Members

  • team member image
    Tara Conroy
    Sr. Branch Office Administrator
  • team member image
    Julia Dreher
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 03:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

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Setting your path

We use an established process to help you reach your goals.

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