Todd is a seasoned First Vice President with over 26 years of experience guiding clients through their financial journeys. He holds three prestigious professional designations: CERTIFIED FINANCIAL PLANNER^™ professional, Certified Divorce Financial Analyst^™, and Accredited Asset Management Specialist^™, and he earned his Bachelor of Science in Economics from Centre College. His dedication to his clients and financial planning has earned him recognition by Forbes as one of the Top Best in State Wealth Advisors and by AdvisorHub as an Advisor to Watch every year since 2022.

Outside the office, Todd enjoys an active family life with his wife Megan and their two children. With both kids deeply involved in soccer, Todd spends much of his downtime cheering from the sidelines at their games. He also enjoys playing the guitar and makes time for regular exercise, balancing his passions for both fitness and music.

2024 AdvisorHub 200 RIAs to Watch, is based on the period from 12/31/2022–12/31/2023 and released 6/20/2024. 339 nominations were received, and 200 firms won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: bit.ly/4cD4aGI; raymondjamesconnect.com/asyiao

2024 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research LLC, based on time period 06/30/2022-06/30/2023 and was released on 04/03/2024. 44,990 nominations were received, 8,507 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: go.rjf.com/3KsXbF7. Please see forbes.com/lists/best-in-state-wealth-advisors/?sh=47620e326ab9 for more information.