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Team

A trusted team of professionals committed to surrounding individuals and families with a network of professional services empowering them to optimize and protect their human, intellectual, and financial assets, thus providing greater clarity, balance, focus and confidence. The Wealth Confidence Planner process helps clients identify where they are today... and the steps they need to take to achieve where they want to be in retirement and beyond...

 

Daniel Wachs

CFP, CLU, ChFC

630-445-1399

630-848-9606

dwachs@woodburyfinancial.net

Daniel was born and raised in Milwaukee, WI. He graduated from the University of Wisconsin, Milwaukee with a degree in Business, Marketing. Daniel is the founder of Atrium Wealth Advisors with offices...

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Todd Fincannon

CPA, CVA, IAR

219-738-2863

219-738-2893

tfincannon@woodburyfinancial.net

Todd was born and raised near Marion, IN and is a 1997 graduate of Ball State University with a B.S. in Accounting. He began working in the public accounting field in 1998 with The Hicko CPA Group, P.C., where he has now become partner...

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