Todd has worked in the financial services industry as an advisor to trust and investment clients in the banking and retail brokerage industry since 1989. With a focus on retirement and estate planning, he specializes in working with clients during transitional events. In order to gain a broad perspective of his clients’ attitudes toward financial planning and life issues impacted by the firm’s planning process, Todd strives to develop deep relationships to earn their trust and build lasting relationships.
Todd’s unique competencies include the designation of Certified Investment Management AnalystTM offered by the Wharton School of Business at the University of Pennsylvania. He is also an active member of the Investment Management Consultants Association. Todd is a cum laude graduate from Regis University with a bachelor’s degree in business administration.
Community involvement is an important part of Todd’s life. He continues to serve on the board of The Boy Scouts of America, Denver Area Council and volunteers for several nonprofits in the Denver area. He enjoys spending time with his family skiing, golfing and hiking the mountains of Colorado.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.