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 email@example.com 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... Read more Todd Fincannon CPA, CVA, IAR 219-738-2863 219-738-2893 firstname.lastname@example.org 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... Read more Have a Question? Name Email Address Question Thank you! Oops!