As a dedicated financial planning and wealth management associate, Ted brings industry experience and a client-centered approach when working with clients to help them achieve their financial goals.
Before joining Pekin Hardy Strauss, Ted worked at Merrill Lynch and Vanguard, where he contributed to their portfolio management and financial planning efforts. Ted specializes in personalized complex wealth strategies, working closely with high-net-worth individuals and business owners to develop comprehensive financial and investment plans.
Ted is passionate about empowering clients to make informed decisions. His commitment to transparent communication and customized strategies allows clients to feel confident about their financial future. Whether planning for retirement, a major purchase, liquidity event, insurance coverage or optimizing an investment portfolio, Ted can provide guidance throughout.
Outside the office, Ted enjoys trying new restaurants, playing golf and tennis, traveling and being philanthropic in the community
Education:
Bachelor of Science in Business with a major in Finance, DePaul University Driehaus College of Business
Industry Licenses and Designations
- Uniform Investment Adviser Law Examination – Series 65
Email: [email protected]
