At the center of Todd’s professional philosophy is cultivating and maintaining relationships of integrity and trust that focus on his clients’ specific life goals. Honest and detail-oriented, Todd has nearly 20 years of experience in the financial services industry, specifically market and economic data analysis, portfolio management and financial planning.
“I have always enjoyed working with and helping people,” Todd said of making the move to the profession after serving as a District Manager with Pfizer. “My career shifted from building rapport, educating and selling to physicians to working with individuals and business owners with their risk management, investment objectives, retirement planning, income planning and wealth transfer strategies.”
Prior to joining Raymond James, he served as Senior Vice President of Investments at Stifel and spent nine years as a CERTIFIED FINANCIAL PLANNER™ professional with A.G. Edwards.
“I interviewed many firms, and Raymond James has the core culture that can continue to support my clients and my team in providing an elevated experience in everyone’s financial journey,” Todd said of his 2018 move. “The firm’s commitment to investing in technology is a core focus of our financial group and a core commitment to our clients, who we feel are our true employers.”
Todd earned his bachelor’s degree from Bradley University in Peoria, Illinois, and is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary®.
“Our team is committed to our clients first and foremost,” Todd said. “In order to provide an exceptional experience built on trust and integrity, each member in our financial group has embraced further education so our clients understand our commitment to them and the business.”
Originally from St. Louis, Missouri, Todd lives in Town and Country, Missouri, with his wife, Amy, and their two children, Miranda and Tyler.
When he is away from the office, Todd enjoys physical fitness and serves as assistant coach for his son’s baseball team.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.