Our Team

Our Team

Todd Rendler, AIF®, PPC™

Principal

For more than 20 years, Todd Rendler has guided individuals, companies, and organizations through the process of defining their financial goals and developing effective retirement planning and investing strategies.

His role is to not only design a retirement plan that helps meet the needs of each client but to make sure that they thoroughly understand the factors involved, including their assets, liabilities, taxes, insurance, and goals. This education-based approach gives his clients the ability to make well-informed decisions and better manage their plans.

Rendler uses his expertise on a broader level as a speaker and educator. He leads retirement planning workshops both in the community and in the workplace, speaks at trade association events, and teaches industry professionals.

He is also a mentor and coach, fostering the professional development of investment advisors who specialize in retirement planning. This role requires that he research and teach the most current, proven practices for asset accumulation, retirement income, and asset protection.

A Wisconsin college graduate, Rendler has earned the following professional licenses and registrations:

  • Registered Principal and Investment Adviser Representative with Commonwealth Financial Network®, a leading independent investment firm
  • FINRA Series 7, 24, 63, and 65 securities registrations
  • Life and health insurance license

Rendler has earned the following professional certifications and designations that establish him as a consultant with specialized knowledge of qualified retirement plans and fiduciary standards:

  • Accredited Investment Fiduciary® (AIF®), which demonstrates knowledge and competency in the area of fiduciary standards
  • Professional Plan Consultant™ (PPC), which certifies individuals as highly qualified 401(k) retirement specialists

Rendler and his family live in the Lake Wisconsin area. His wife, Kim, holds a master's degree from the University of Wisconsin and teaches language arts. They have three grown children and two dogs that keep Rendler busy and active outside of work.

Daniel Rendler, AIF®,

Financial Advisor

Since 2012, Daniel Rendler has guided individuals and the employees of a major employer through the process of defining their financial goals and developing effective retirement planning and investing strategies. He also has been active in the business prior to becoming a financial advisor, as a marketing consultant and assisting at numerous client events.

His role is to not only design a retirement plan that helps meet the needs of each client but to make sure that they thoroughly understand the factors involved, including their assets, liabilities, taxes, insurance, and goals. This education-based approach gives his clients the ability to make well-informed decisions and better manage their plans.

As a millennial who has incurred student loan debt and paid it off early, has purchased his first home and is maximizing his retirement plan contributions, Rendler is uniquely qualified to counsel and advise his peers on financial goal setting, planning and effective investing.

Rendler has developed a strong sense of people from various cultures through enduring friendships with foreign exchange students and his extensive international travel. While studying abroad in London, he traveled throughout Western Europe and Poland.  His travels have also recently taken him to Seoul, South Korea, to be in a close friends’ wedding.

A University of Wisconsin-La Crosse graduate, Rendler has earned the following professional licenses, registrations, and designations:

  • Accredited Investment Fiduciary® (AIF®), which demonstrates knowledge and competency in the area of fiduciary standards
  • Registered Representative and Investment Advisor Representative with COMMONWEALTH Financial Network, a leading independent Broker/Dealer; FINRA 7, 24 & 66
  • Licensed life and health insurance agent

While in college, Daniel competed in cross country and track, and he also represented the university at a regional scientific research conference, presenting his research on hydrogen fuels. He has continued running and recently accomplished his goal of completing the 2017 Boston Marathon.

Daniel is a resident of Middleton, Wisconsin. When he isn’t working, Daniel enjoys hiking with his dogs on the Ice Age trail, running, biking, or golfing around the Madison area, and attending University of Wisconsin Badgers football games with his friends.

Tami Salzwedel

Operations and Compliance Manager

As operations and compliance manager, Tami Salzwedel established the administrative and compliance procedures for the investment branch office and insurance agency in 2004.

Tami began serving the banking, investment, and insurance needs of many customers in 1975 at a community bank in Montello, Wisconsin. She filled many roles during her 25 years there, including supervising deposit and loan operations, as well as serving as a security officer, marketing coordinator, board of directors’ secretary, and finally vice president and compliance officer, ensuring that her company adhered to industry regulations and internal policies.

In 2000, Tami moved to Middleton, Wisconsin. She worked for Bankers’ Bank as the investment services operations and compliance manager before joining Retirement Education Consultants.

Tami is an Investment Adviser Representative for Commonwealth Financial Network®, Member FINRA/SIPC. She holds FINRA Series 6, 7, 24, 63, and 65 securities registrations, as well as life, health, and property and casualty insurance licenses. As a registered principal for the Commonwealth Office of Supervisory Jurisdiction, she reviews and audits the investment business of a group of field advisors and acts as a resource for a range of issues, including licensing, compensation, and compliance.

Prior to her affiliation with Commonwealth, Tami worked with several other broker/dealers, including Royal Alliance, Amcore Investment Group, and LPL Financial Services.

A lifelong Wisconsin resident, Tami and her husband live in Sauk County. 

In her personal life, Tami enjoys boats, convertibles, movies, and Packers football, as well as gaming and reading.

Mary Jo Shepler

Retirement Planning Specialist

Mary Jo is a retirement planning specialist who has worked exclusively with individual clients and retirement plan participants in the financial services field since 1986. In 2005, she founded Halcyon Investment Services in order to better assist individuals to achieve a secure retirement using wealth management and post-retirement income planning strategies. Most of her clients are approaching retirement or have already retired and are focusing on wealth preservation and retirement income solutions.

A graduate of the University of Wisconsin-Madison, Shepler has earned the following professional licenses and registrations:

  • FINRA Series 7 and 63 securities registrations as an Investment Adviser Representative with Commonwealth Financial Network®, a leading independent investment firm
  • Life and health insurance license

In her spare time, Mary Jo enjoys spending time with her family and friends.

Michael Jacques, CFP®, ChFC®, CRPC®

Retirement Income Planner

Mike Jacques (pronounced Jakes) is a specialist in retirement income planning. He not only helps find ways to effectively grow your retirement savings but also shows you how to use those savings as an efficient income stream after retirement to help avoid “running out.”

The son of an educator, Jacques understands the importance of listening. Retirement planning is not a one-size-fits-all, fill-in-the-blanks template. His knowledge and expertise will get you only so far unless he really understands what you want out of retirement. Jacques tries to help people think about retirement beyond the financial aspects to make sure the finances fit. He’ll often use drawings and diagrams to clearly explain concepts and strategies in order for clients to make better decisions suited for their own personal ambitions.

Since graduating from University of Wisconsin-Eau Claire with a degree in business administration with an emphasis in finance, Jacques has earned the following professional licenses and registrations:

  • Investment Adviser Representative (IAR) with Commonwealth Financial Network®, an independent broker/dealer known for its personal attention and high-quality service
  • FINRA Series 6, 7, and 63 securities registrations
  • Life and health insurance license

In addition, Jacques has continued to advance his education and has worked to achieve expertise in retirement income planning:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, which demonstrates competency in tax planning, retirement planning, estate planning, and insurance, and requires ongoing education to retain certification
  • Chartered Financial Consultant® (ChFC®), which signifies going above and beyond to learn each of these areas in more detail
  • Chartered Retirement Planning Counselor® (CRPC®), which designates individuals as retirement specialists and provides greater knowledge of retirement income planning

A Green Bay native, Jacques and his family live in Bellevue, Wisconsin. His wife, Kristin, is a sales representative for the employer division of Bellin Health. With two children in high school and one in college, Jacques enjoys spending time at their athletic and school events, playing golf, and staying active in the Lion’s Club.

Fixed insurance products and services offered are separate and unrelated to Commonwealth.

Kerri Ludolph

Administrative & Project Coordinator

Kerri is an Administrative and Project Management Professional with over 22 years of experience in Marketing for packaged goods manufacturers including Borden Snacks and Kraft Foods / Oscar Mayer.  More recently she worked as an Internal Communications professional in the financial services industry for CUNA Mutual Group. 

Kerri holds a Project Management Professional (PMP) certification and currently serves as the Membership Coordinator for the local Madison South Central Wisconsin PMI chapter.  She also serves as a Director on the Board of the Friends of Sauk Prairie Healthcare, a group that helps support the local hospital.

Although originally from Indianapolis, Kerri has lived in Wisconsin for 29 years. She is married to an Agronomy Consultant and they have one daughter who graduated from UW Madison in Zoology and Environmental studies.  In her spare time, Kerri enjoys biking, hiking, boating, and skiing with her family and friends.