I carefully listen to my clients’ concerns so that I can effectively help them with each and every financial need they have.
Not everyone feels comfortable in dealing with financial issues, but not everyone gets to work with someone like Todd Whitaker. Todd’s core personal values for excellence guide his daily life, and he applies those same expectations in how he works with his clients.
With more than 15 years in finance, Todd has a broad scope of experience which he applies to provide the best solutions to help his clients pursue their goals. He understands that not everyone is fully versed in the wide variety of financial products offered, and he puts himself in the shoes of his clients to ensure they understand and are comfortable with the plans he creates.
Todd has lived in Watkinsville since he was 10 years old, graduating from Oconee High School before earning a degree in business administration from the University of Tennessee in Knoxville. Giving back to the community he loves is very important and Todd volunteers hundreds of hours each year through a variety of organizations. Todd is the co-founder, and a current member, of the North Oconee Rotary Club, active in the Athens Jaycees Club, and participates in opportunities through local churches and chambers of commerce.