It’s important for your investments to reflect your family’s values. It will help you feel even better about your financial prosperity. That’s why we value high quality investments and focus on them specifically.
We also value communication, so we continually send investment updates to make sure you feel secure about your financial plan.
Meet Your Dedicated Silver Leaf Investment Advisor Team
At Silver Leaf Investment Advisors, we have the knowledge and experience to help you pursue your financial goals. And we’re always ready to address your concerns, answer questions, and put you at ease.
Our team members are a key part of what makes Silver Leaf Investment Advisors special. We strive to build close, connected, long-lasting relationships. To that end, we’ve made a clearly defined succession plan to ensure you will have clarity and continuity for the life of your financial plan.
Todd Rendler
AIF®, PPCTM, 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, proven 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®, a leading independent investment firm
- 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
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:
- 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 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 and holds the FINRA Series 6, 63, and 65 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:
- Protection of assets leading up to retirement
- Creating a sustainable income stream that they will not outlive
- Keeping pace with inflation
- The rising costs of healthcare
- 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
Registered Service Representative & Operations Manager
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®, a leading independent broker/dealer
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.
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, Mike 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 the University of Wisconsin-Eau Claire with a degree in business administration with an emphasis in finance, Mike 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
Additionally, Mike 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, Mike 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, Mike 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.
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®, a leading independent investment firm
- Life and health insurance license
In her spare time, Mary Jo enjoys spending time with her family and friends.
Kerri Ludolph
Administrative & Project Coordinator
Kerri is an administrative, marketing and project management professional with over 22 years of experience working for packaged goods manufacturers 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.
Over the past 10 years, she served as President, Vice President and a Director on the Board of the Friends of Sauk Prairie Healthcare, a group that helps support the local hospital. She also held a Project Management Professional (PMP) certification and served as the Membership Coordinator for the local Madison South Central Wisconsin PMI chapter.
Originally from Indiana, Kerri has lived in Wisconsin for 32 years. She is married to an independent Agronomy Consultant. They have one daughter who graduated from UW Madison in zoology/environmental studies and is currently a zookeeper in New Orleans. In Kerri’s spare time, she enjoys biking, hiking, boating, snowshoeing, and traveling with her family and friends.
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 31st, 2012 – January 31st, 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.
Our Extended Team
We are proud to partner with Commonwealth Financial Network®. For over 40 years, Commonwealth Financial Network has helped independent advisors like us offer superior Financial Management service to our clients by providing technology, tools, and guidance so we can focus on growing your financial goals. Use these links to learn more about our support teams.
