Todd Walz

CFP®, CDFA®, AAMS®
First Vice President, Wealth Management

Todd is a First Vice President and has been helping clients achieve their financial goals for more than twenty-six years. He holds three professional designations which include CERTIFIED FINANCIAL PLANNER professional, Certified Divorce Financial Analyst, and Accredited Asset Management Specialist™. Additionally he holds a Bachelor of Science in Economics degree from Centre College. Todd is passionate about his work and focuses his time on financial planning. In his spare time he enjoys spending time with family, running and weight training.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.