Todd C. Wnuk, CFP^®

Todd joined Sendero^® with over 30 years of experience advising clients on comprehensive wealth management solutions. His breadth of experience across investment management, estate planning, trust administration, insurance, and taxation provides a diversified set of skills to advise multi-generational families on wealth accumulation, preservation, and distribution strategies.

Todd supervises the portfolio management team, helping to grow the next generation of investment professionals at the firm. His leadership style is inspiring; he pours his experience and knowledge into those he leads and encourages a high level of performance for all team members.

As an Investment Advisor at Sendero^®, Todd works with clients to identify their personal and financial goals while strategically planning and executing tailored portfolio solutions. He helps clients navigate an ever-evolving financial landscape with his vast knowledge and experience. Todd has a gift for humanizing the complexities of wealth and guiding clients along their financial journey. This gift helps build trust and genuine connections with the clients he serves.

Todd joined Sendero^® as a Senior Portfolio Manager in 2023 after 5 years with Broadway Bank, where he was responsible for administering corporate fiduciary and individual trusts, investment management accounts, and IRA assets with assets under management of $345 million. In 2024, Todd was promoted to Investment Advisor. He is a CERTIFIED FINANCIAL PLANNER^TM (CFP^®) and a Veteran of the U.S. Coast Guard.