Ted understands that life can be overwhelming, busy, and hectic. That is why he works with you as a fiduciary financial advisor who many of his clients call the CFO of their family. As Chief Financial Officer of your household, Ted will prepare and update a financial game plan that is in line with your goals and financial wellbeing.

As a group, Mooney Lyons manages over half a billion dollars of assets. Ted works with select client families that he feels he can have an impact on, so he has time to focus on each situation personally. Ted is your direct advocate, leveraging the 13 team members in his office to uncomplicate your financial goals.

Any successful plan has more than one part. Ted and his team monitor your investments and financial plan and adjust along the way. He will coordinate the efforts of your attorney and CPA to ensure all parts are aligned.

Ted saw an additional need for his clients to develop a resource on the mental preparation of retirement. “RETIRED- What do you want to do for the next 30 years? – this is the popular Amazon book Ted authored.   It’s all about living your retirement to the fullest and having the time of your life. This book is not about the money. It’s all about being happy in Retirement!

Ted is very active in the local community and focuses his efforts on those groups who assist those in need. Ted is on the Board for the Chicago Dental Society Foundation and the Boys and Girls Club of Dundee Township and is also an active member of St. Catherine’s Knights of Columbus and Sleepy Hollow Service Club.

Ted graduated from St. Norbert College in De Pere, Wisconsin with a Bachelor of Business Administration. Ted is married to his college sweetheart, Kelly and together they have 4 young adult children. He enjoys golf, playing acoustic guitar, and volunteer work. He is also an avid Chicago sports fan.

Ted’s Education:

CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA)

Series 7 Securities Registration

Series 66 Investment Advisor Registration

Illinois Life and Health Insurance Producer License