Todd Bessey, CFP®, MBA
Founder | Wealth Advisor
A tenured and credentialed wealth advisor with over 30 years of experience, Todd Bessey has dedicated his practice to helping retirees, independent women, and business owners manage complex financial planning needs.
Todd’s mission is simple: To serve his clients in the most caring, comprehensive and efficient way possible while implementing a disciplined and objective financial planning process with transparency and integrity.
Todd’s mission, style and approach are grounded in lessons he learned firsthand. When he was in high school, his grandfathers shared their personal experiences to teach him about investing. From those conversations, Todd identified both good and bad investing habits. When Todd got into the business, he realized that investing is a means to an end, and that the financial planning process is critical for long-term financial success.
With a focus on true relationship building, Todd takes time to get to know his clients, listen with empathy, and gather a clear understanding of who they are and what they need.
Todd’s client-centric practice lives by six critical core values:
Before joining Integrated, Todd was senior vice president of investments at Wintrust Wealth Management for over 17 years.
Todd earned a bachelor’s degree in Business Administration from Marquette University, an MBA from DePaul University, and is a CERTIFIED FINANCIAL PLANNER™ Professional. He is a member of several online advisor communities, including Advisors Growing as a Community, the Society of Real Financial Advisors, and ROL Advisor.
Todd and his wife Chris met at Marquette and have been married for 27 years. They have three adult children, Samantha, Jack, and Katie. When he is not working, Todd enjoys golfing, traveling, hiking and biking.