Todd Rendler

AIF^®, PPC^TM, 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 meets the needs of each client, but to make sure 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.

Todd 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, time-tested practices for asset accumulation, retirement income, and asset protection.

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

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

Todd 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

Todd 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 Todd busy and active outside of work.

Daniel Rendler

CFP^®, AIF^®, Financial Advisor, Principal

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 has also 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.

Daniel has developed a keen 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 friend’s wedding.

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

• CERTIFIED FINANCIAL PLANNER^® professional certification, which demonstrates competency in tax planning, retirement planning, estate planning, and insurance, and requires ongoing education to retain certification
• 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, an independent Registered Investment Adviser; 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 science research conference, presenting his research on hydrogen fuels. He has continued running and recently accomplished his goal of competing in the Boston Marathon.

Daniel is a resident of Middleton, Wisconsin. When he isn’t working, he enjoys running and hiking, trying new restaurants in Madison with his wife Rigina, volunteering in the community, and taking their adopted greyhound Lou for walks.

Anthony Smyrneos

Financial Advisor

Tony is an Investment Adviser Representative with, and holds the FINRA Series 6, 63, 65, and 7 securities registration through, Commonwealth Financial Network®. He has been an investment representative since 2001 and has held a life and health insurance license since 1995. He has been affiliated with Commonwealth since 2003. He earned a BA from the University of Wisconsin-Whitewater. 

Tony believes in building strong relationships on a foundation of trust and respect. He looks out for the best interest of his clients and makes recommendations that center around their goals, dreams, and desires. Tony believes there are five significant areas of concern for people that need to be addressed:

1. Protection of assets leading up to retirement
2. Creating a sustainable income stream that they will not outlive
3. Keeping pace with inflation
4. The rising costs of healthcare
5. Addressing the need for long-term care

When Tony is not working, he enjoys spending time with his wife, Kim, and his pets. He is an avid runner and enjoys golf. Tony has been officiating high school track and field and cross country for 18 years.

Michael Rendler

Financial Advisor

Michael Rendler grew up in the financial services industry as a result of his involvement at an early age in his family’s investment advisory business. Today, he is a Registered Service Representative at Silver Leaf Investment Advisors. Michael is the first point of contact for clients when they have questions or in need of service assistance.

Through his work experience, Michael has developed a keen eye for detail and strong customer relationship skills. At Pentair, he served on their International Customer Care team responsible for preparing detailed shipping documents. At US Bancorp, he served as a mutual fund trader, handling large and complex institutional transactions; and, while at Global Atlantic, he served as a sales coordinator, supporting its relationships with financial advisors.

He is a University of Wisconsin - Milwaukee graduate and has earned the following:

• Degree in business administration with a major in finance and a certificate in international business
• FINRA Series 7, 66 & 63 securities registrations
• Registered Client Service Representative with Commonwealth Financial Network^®, an independent Registered Investment Adviser

Michael resides in the Lake Wisconsin area. When he isn’t working, he enjoys spending time with his dogs on the many area trails, golfing, reading and studying history, and pursuing his talent in pencil sketch artwork.

Tami Salzwedel

Operations and Compliance Consultant

Tami Salzwedel serves as the OSJ Branch Operations and Compliance Consultant for Silver Leaf Investment Advisors and Rendler and Associates. Tami supports the administration of the procedures that she established and managed for the investment branch office and insurance agency since 2004.

Tami began working in banking, investment, and insurance 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 the company adhered to industry regulations and internal policies.

She then worked as the investment services operations and compliance manager for Bankers’ Bank in Madison before joining Rendler and Associates.

Tami is an Investment Adviser Representative for Commonwealth Financial Network^®, Member FINRA/SIPC, and a registered principal for a Commonwealth Office of Supervisory Jurisdiction. She holds FINRA Series 6, 7, 24, 63, and 65 securities registrations, as well as life, health, and property and casualty insurance licenses.

A lifelong Wisconsin resident, Tami and her husband live in Sauk County. In her personal life, Tami enjoys movies, reading, exploring by convertible or boat, word and number games, and Packers football.

Mary Jo Shepler

Retirement Planning Specialist

Mary Jo Shepler 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^®, an independent
  Registered Investment Adviser
• Life and health insurance license

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

Andrea Porubsky

Client Service Manager

Andrea serves as the Client Service Manager for Silver Leaf Investment Advisors and Rendler and Associates. Andrea brings years of customer service experience with her professional background and community involvement. 

Andrea began her banking career in 1992 in Markesan, WI. Over the next 25 years, working multiple positions within the financial institution, she ended her career as an Internal Auditor. Having served on the Sauk Prairie Area Chamber of Commerce Board, and Town of Troy Plan Commission, she looks to continue to build and maintain strong relationships within the Sauk Prairie area and surrounding communities.

Andrea and her husband enjoy the outdoors, golfing, traveling, boating, and spending time with their 3 children.

Abby

Yellow Labrador

Abby is a sweet, welcoming, long-term Silver Leaf staff member, specializing in being petted. Abby’s mom was one of Daniel’s college roommates. She is very gentle, she greets all who visit the office with her natural enthusiasm, and wagging tail. During her down time, she can be found looking for treats, and taking naps on her My Pillow bed.

Jess

Texas Heeler

January 31^st, 2012 – January 31^st, 2024

Our beloved Jess took a permanent remote position in heaven as our Chief Investment Officer ( You can't expect Todd or Daniel to make all of the decisions by themselves, can you?). While she will be permanently working in a remote capacity, her physical presence will be passionately missed, but never forgotten.

Jess has delivered great wisdom to the Silver Leaf team for many years, and brings unique supervision talents to our group. She came to our family as a special gift from one of Kim Rendler’s (Daniel & Michael’s mom, retired middle school teacher) students. Jess watches over all office activities, and at times can be found napping on her My Pillow bed.

Lou

Greyhound

Lou is an adopted greyhound racer. He has gone from being a grade A championship racer to an “elite” office employee. His current title is “Chief Morale” Officer. His duties include making rounds through the office for his daily quota of pets/attention, taking long naps in front of his office window, and occasionally attending meetings. He is a diva and he knows it.