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Location: Naperville, Illinois
Favorite Beverage: Diet coke
First Live Concert: Boston (Journey was the warm-up band). It is also notable that I have been to over 50 Rush concerts since the early 80's.
Least Favorite Chore: Raking leaves


Virtual Bookkeeper

Professional Experience

Todd is a Chief Financial Officer with over 35 years of experience in Client Service, Financial Management and Operations. He began his career at Arthur Andersen’s Audit practice in Chicago serving public and private clients. Late in his Andersen career, he became the Chief Operating Officer of the Heartland Market Circle, covering the Chicago and Indianapolis markets. He was well suited for this internal role given his professional services knowledge and expertise, along with his client service background and strong people and interpersonal skills. This role led to CFO/COO roles at other professional services firms, including executive search and investment management companies. Most recently, Todd spent 9 years at the Chief Financial Officer at Crowe, building and supervising a team of over 100 professionals to support significant growth. Todd had responsibility for all financial and management reporting, firm and partner taxation, and financing and banking matters.


At each company, Todd has built and managed professional teams, developing and improving the reporting, processes and results of the entities served.

Education

Todd graduated with a Bachelor of Arts in Accounting from Loras College in Dubuque Iowa. He received his CPA certification in 1987.

Personal Profile

Todd has been a Mid-Westerner his entire life. He grew up in Peoria, Illinois and graduated from a small college on the Mississippi River. He relocated to Chicago in 1986 and has spent his entire professional career there. He resides in Naperville Illinois. He and his wife Karen of 30 years, have two children – a son with a recent master’s degree and a daughter who is a senior in college.

Connect with Todd

twelu@summitcpa.net

Summit CPA can help you maximize profits, minimize taxes, and build personal wealth, while offering excellent customer service, professionalism, and responsiveness.

 

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