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 & Compliance Manager

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, purchased his first home, and maximized his retirement plan contributions, Daniel is qualified to counsel and advise his peers on financial goal setting, planning, and effective investing.

Daniel 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 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 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, he 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.

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 & 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

In addition, 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. 

Although 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.