Telemus is pleased to welcome two new members to our growing team as we continue to help enrich our clients’ lives in 2023 and beyond.
Todd Wolfe, ChFC, CLTC, joins us as a Senior Insurance Associate based in Southfield. He is a life, disability and long-term care specialist who helps support the needs of all potential and existing clients. Todd brings 28 years of experience to the team after serving in multiple roles in the insurance industry. He has been an independent insurance agent, brokerage manager, and regional vice president for two Fortune 500 life insurance companies.
“It’s clear to me, that the Telemus culture facilitates collaboration,” he says. “Nowhere else in my career have I seen a better team approach to planning. Comradery and a positive attitude is evident throughout the firm.”
Todd is a proud graduate of Michigan State University and continues to learn as a student of the industry earning both his Chartered Financial Consultant (ChFC) and Certification in Long Term Care (CLTC) designations.
He is a native and lifelong resident of metro Detroit and an avid sports and music fan. Todd and his wife Sarah, a Speech and Language Pathologist, are raising two children.
Click here for designation requirements.
Nick Lakhani, our newest Associate Financial Life Advisor, is based in Chicago. Prior to joining Telemus, he spent five years working as a financial advisor and director of financial planning, servicing Northwestern Mutual’s high net worth clients. Nick studied business and finance at the University of Iowa.
As Associate Financial Advisor, he will provide support to the corporate executive services team, assisting clients in the implementation of all financial planning decisions.
“It’s exciting and fulfilling to be able to serve the people in our communities by solving real problems that they have in their lives,” Nick says. “We have an opportunity every day to make a difference.”
When he’s not at work, you’ll find Nick playing golf or traveling.
Please join us in welcoming Todd and Nick to the team!
PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.
