Todd Warburton, CIMA®
First Vice President, Investments
Todd began working in the financial services industry in 1989 as an advisor to trust and investment clients in the banking industry. Focusing on retirement and estate planning, he specializes in asset allocation strategies and tax-favored investing.
Todd's unique qualifications include the designation of Certified Investment Management AnalystTM (CIMA®) offered by the Wharton School of Business at the University of Pennsylvania. He is an active member of the Investment Management Consultants Association. Todd graduated cum laude from Regis University with a bachelor's degree in business administration.
Todd and his wife Christine have three boys and are active in the community. Todd has served on several boards of local nonprofit and service organizations. He is actively involved in the Boy Scouts of America and in coaching youth football.
Investment Management Consultants Association, Inc. (IMCA) owns the marks CIMA® and Certified Investment Management AnalystTM.