Todd LeFevre

I graduated from Augustana College in Rock Island, Illinois (go Vikings!) with a Degree in Business Administration and a concentration in Finance. After spending a few years working in Compliance, learning the rules and regulations of the securities industry, I joined my father to help run our family business, Heritage Wealth Group.

Heritage can be defined as something that is handed down from the past. It is woven throughout our business, how we operate, and what we help our clients build. Heritage is the knowledge and skills my father passed down to me. Heritage is the advice we share to help those we work with make educated financial decisions, and Heritage is the financial legacy we help our clients create and pass down for the next generation to carry on.

Over the years, I have been blessed to work with multiple generations of the most trusting, loyal clients an advisor could ask for. While I have no major industry accolades to speak of, my kids have voted me “The World’s Best Dad;” an honor I wouldn’t trade for anything.

Outside the world of business, one of my biggest accomplishments has been completing three Chicago Marathons (none of them fast). In my free time, I enjoy watching the Chicago Bears (enjoy is sometimes an overstatement), and cheering on my kids school, The University of Alabama - Roll Tide!