Meet Your Team

Todd started his financial planning business with Northwestern Mutual in 1999. He graduated from the University of Illinois with a degree in Finance, where he also played baseball for the Illini.

Todd and his wife, Jodi, live in Zionsville and have three children: Carter, Abby and Kate.  In his free time, he enjoys playing games, sports, and spending time with family and friends. He also enjoys golf, working out, and is a lifelong St. Louis Cardinals fan. Todd is active in supporting various non-profits and is a member of Common Ground West Church, where he serves as an elder.

Jeremy began working in the financial services industry in 1999. In 2007, he and Todd combined their businesses in order to create a more comprehensive planning approach with clients. Jeremy graduated from the University of Southern Indiana in 2000 with a degree in Business Management and also played baseball for the Eagles.

Jeremy and his wife, Vivian, live in Evansville with their three children: Emery, Colton, and Anderson. The Cook family loves to spend their time together, mostly outdoors at the lake.  Jeremy’s passions include fishing, golfing, and being involved with their church.

Chris has been with Northwestern Mutual for 11 years.  He began working with Todd and Jeremy in 2015 which has since grown into Credence Planning Group. He graduated from Purdue University in 2000 with a degree in organizational leadership.

Chris and his wife, Kelly, live in Zionsville with their two girls, Faith and Emma.  Chris spends his free time staying active with his daughters’ sports activities, volunteer coaching, working out, and going out to dinner with friends.  Chris enjoys supporting the Juvenile Diabetes Research Foundation, and other local charity activities.

Christie oversees investment services for Credence Planning Group.  She has been with Northwestern Mutual since 2007 and began working with Todd and Jeremy in 2008.  Christie has a Bachelor of Arts in Human Relations from Milligan College. 

Christie and her husband, Jonas, have two boys, Jaden and Jackson. In their free time, the Millers enjoy camping, hiking, and doing puzzles. They are also actively involved in their church.

Jason has been with Northwestern Mutual since 2002. In 2020, he joined Credence Planning Group to focus on comprehensive insurance planning with clients. Jason graduated with a Bachelor of Science degree from Ball State University in 2001.

Jason and his wife, Brittany, live in Zionsville with their two children, Lauren and Cole. Jason has served on the Zionsville Town Council since 2017.

Kelly oversees insurance services for Credence Planning Group.  She joined the team in 2015, with prior experience at Northwestern Mutual.  Kelly graduated from Indiana University in 1998 with a degree in Apparel Merchandising.

Kelly and her husband, Chris, live in Zionsville with their two girls, Faith and Emma. Kelly enjoys running, hiking, cooking, and spending time with family and friends. She attends Traders Point Christian Church.

Kathy has been with Northwestern Mutual since 2008, working with Todd and Jeremy since 2015.  Kathy’s role includes scheduling and calendar management for Credence Planning Group.  Her past work includes Chamber of Commerce management (community development), human resources management, homebuilding, and group health insurance.    She has degrees from Purdue University in Public Relations and Industrial Illustration Technology.

Kathy has an adult daughter, Alexis.  Kathy has served on the Boards of her homeowners’ association, United Way, and the Crawfordsville Economic Development Commission.

Jodi graduated from Rose-Hulman in 1998 with a degree in Mechanical Engineering. In 2003, she left her engineering work and joined Todd to help grow his business.  Her current role focuses on client appreciation and project management.

Jodi and Todd live in Zionsville with their three children: Carter, Abby, and Kate. She enjoys sports, running, cooking, and spending time with her family and friends.