Toby Eng, CLU, ChFC, CFP in

Toby Eng, CLU, ChFC, CFP

Examiner · DISC type sc
Lead Partner & Private Wealth Advisor at LiveWell Capital - Northwestern Mutual
📍 Greater Chicago Area, United States

Toby Eng is a Lead Partner and Private Wealth Advisor at LiveWell Capital, affiliated with Northwestern Mutual. A graduate of Wheaton College, he has been advising clients since 2001, specializing in comprehensive financial planning and wealth preservation for individuals, families, and business owners. He holds CFP®, CLU®, and ChFC® designations.

Outside of his professional life, Toby resides in the Logan Square neighborhood of Chicago with his wife, Cassie, and their five children. He values spending quality time with his family and is an active member of his local church community. He is also involved with his alma mater, serving on the Wheaton College Board of Visitors.

His team at LiveWell Capital recently surpassed $4 billion in assets under management.

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Experience
27 Years
Current Role
Lead Partner & Private Wealth Advisor
Job Level
Senior
Location
Greater Chicago Area, United States
Personality Overview

How Toby shows up

Process Oriented
Status Quo Seeker
Tough To Convince

Being observant comes to them naturally. They are always well-planned and adopt a systematic approach. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Priorities

Topics Toby cares about

Wealth Management
Focuses on helping individuals, families, and business owners build and preserve long-term financial security. He was recently recognized on a Forbes Best-In-State list.
Leadership Principles
Shares content on leadership lessons from top CEOs, emphasizing the importance of character, curiosity, and the "pursuit of truth" over quick wins.
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Career

Work history

4-2025
Lead Partner & Private Wealth Advisor
LiveWell Capital - Northwestern Mutual
6-2012 - 6-2024
Wealth Management Advisor & Managing Director
Northwestern Mutual
10-2001 - 6-2012
Field Director and Financial Advisor
Northwestern Mutual
2001
Wealth Management Advisor
Northwestern Mutual
5-1998 - 7-2001
Student Manager
Southwestern Advantage
In the press

Media appearances

Toby Eng, Lead Partner and Private Wealth Advisor. Featured in Northwestern Mutual
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Education
1997 - 2001
Bachelor of Arts - BA
Wheaton College
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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