Advisor Spotlight - Todd Henningsen
/Meet Todd Henningsen, CFA, CFP®
With 15 years of experience in the investment and financial industry, Todd's journey began right out of college as a research analyst. Over time, he transitioned into advising individuals and families.
"My fascination with finance sparked in my first college course, where I learned about the power of compound interest. This realization ignited my passion for helping others achieve their financial goals through strategic investing and advising." - Todd
Todd takes a holistic approach when meeting with clients and “At Gilbert & Cook, our process is centered on helping clients live their personal life of abundance. During our initial meeting, myself and other team members assess the client’s current financial situation together. We have the client identify their life and legacy goals, and create a tailored financial plan with recommendations to achieve these objectives.”
Fostering genuine relationships is one of our core values, and is fundamental to what Gilbert & Cook does. Todd believes that the building blocks to a good working relationship is getting to know one-another and keeping the channels of communication open. “Building and maintaining strong relationships with my clients is at the core of my job. The most rewarding aspect of what I do is witnessing clients’ confidence grow. Many come to us with a level of uncertainty surrounding their financial future. My goal is always to hear what they need to live their life of abundance and then work alongside each other to create that reality.”
With rewards always come challenges. Markets fluctuate and there is never a guarantee when investing. “ Even seasoned investors can experience anxiety during stressful times. However, these periods can also present unique opportunities for strategic investing and planning. My role is to educate clients during market fluctuations and then leverage these opportunities for the long-term benefit of each client.”
Todd is an advisor because he finds immense joy in helping others achieve their live a life of abundance. He values building genuine relationships with his clients which allows him to witness their personal and financial growth.
