Todd leads Westfuller’s client services team. With over 20 years experience in financial services, Todd has held client service leadership roles at Ameriprise Financial Services, Edward Jones, and Merrill Lynch working with a series of top advisory teams (where he first worked with Lola and Ian).
With a commitment to detail and efficient processes, Mr. Van Grouw oversees client on-boarding and on-going service needs to ensure Westfuller client matters are stewarded with care and confidence. Todd possesses the Chartered Retirement Planning Counselor designation and the Series 7, 66; and Life, Health and Accident Insurance license. Outside of his role with the firm, Mr. Van Grouw is an avid, competitive golfer, and lives in New Jersey with his dog of 12 years, Tucker.