Todd Diven, CPA (Inactive), CFP^®
tdiven@summitwealthonline.com

Todd has been working with small business clients and individuals since 1996 in the capacity of a Certified Public Accountant (inactive) and a fee-based financial advisor. Since becoming a member of the Summit Wealth Advisors team, Todd has fully devoted his time to serving and developing the firm’s wealth management clients.

Although the accounting profession was the focus of Todd’s academic training he wanted to concentrate on an area that was more proactive and had a longer range planning orientation. Having worked in public accounting for several years, Todd found his knowledge and experiences were easily transferrable to the financial planning profession. After much research, he decided to leave the accounting profession and focus his efforts on helping his clients plan for their futures while continuing to utilize his tax and accounting experiences.

Todd is a Certified Financial Planner^™ professional, Certified Public Accountant (inactive), a licensed securities broker and is also life, accident and health insurance licensed.  His role in the firm is to work with clients in the areas of estate planning, business succession, tax reduction strategies, investment and insurance planning, and retirement planning.  Todd helps clients identify and document their goals, then develop a plan that sets a course to reach their goals. Todd is extensively involved in assisting clients in the implementation of their financial plan and the firm’s operation functions.

Todd is a resident of Elgin, Illinois, where he lives with his wife, Lisa. In his free time, he enjoys traveling the United States, often on his Harley-Davidson. Todd is a member of the American Institute of Certified Public Accountant (AICPA) and the Harley Owner Group (H.O.G.), Palatine Illinois Chapter.