Ted is the founder and CEO of Integrated Equity Management and has 40 years of experience as a financial advisor and business owner. With an underlying belief of clients first – each time, every time, all the time – Ted leads his firm to serve multiple generations of many families. Clients benefit from Ted’s extensive knowledge and ability to provide intergenerational wealth management plans, advice, and solutions. Ted also strives to provide exceptional client experience by ensuring that each client’s plan is developed in coordination with the client’s legal and tax team.
Ted is backed by a team of highly talented professionals who enjoy wealth management as much as he does. His mentorship is the cornerstone of ‘The IEM Way.’
Experience and Education
Ted had a vision of providing personalized, smart financial planning to help clients pursue their financial goals, and of guiding clients and families to financial security. For more than 40 years, and through changing economic conditions, his vision has stood the test of time: keeping clients first and providing holistic financial planning.
Ted graduated from the University of Minnesota with a Bachelor’s degree in Business Finance and Marketing, and holds the Registered Health Underwriter (RHU), Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) designations from the American College. He also holds the Certified Long-Term Care® (CLTC®) designation.
Ted and his wife, Missy, live in Naples, FL and Mendota Heights, Minnesota. He has five children and three grandchildren and is an avid golfer and faithful Minnesota Vikings fan.