Toby Eng, CLU, ChFC, CFP
Login to view DISC.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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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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