Todd Steinbrink, CFP®

Role: President / Wealth Adviser

Joined WPC: 2006

Education: Graduate of Indiana University’s Kelley School of Business in 1987

Experience: Joined WPC in 2006 after years of financial institutional industry experience

Family: Married to Carla and father of 3 children and grandfather to 1 granddaughter

Activities: Enjoys boating, skiing, and time spent with family and friends. When time allows, enjoys refurbishing classic cars.

Community Involvement: Currently on the Executive Board of the Montgomery Ohio Chamber of Commerce. Formerly a member of Montgomery’s City Council, Chairman of the Finance Committee, Leadership Committee as well as served as the city’s mayor.

What You
Should Expect

Together, we will simplify the complexities in your financial picture and collaborate to create
your unique blueprint for success..