Advisor profile


Our approach

MOVING FROM SUCCESS TO SIGNIFICANCE.

While many people have financial advisors, money remains the #1 cause of stress in America. Meaning, the old Wall Street approach doesn’t seem to be working. We’re striving to change that, by not only being really good at the numbers, but by going beyond the numbers-to help with the things our clients say are the most meaningful- their goals, their dreams, their aspirations. The things, that as time passes, will help take how they see their lives from “Success to Significance.”

“I always tell people if you want to know the secret to happiness, I can give it to you in one word: progress.” Tony Robbins

Holistic Financial Planning is why we exist—to help our clients achieve their highest levels of confidence and make the biggest Impact possible on their family and community. We can you help you as well- to identify your family's most meaningful goals and work through a healthy, proven process to achieve them. And, more importantly, to provide the time and freedom to focus on your most cherished relationships, whether it be your spouse, your kids, your parents, or childhood friends.

“A dream written down with a date becomes a goal. A goal broken down into steps becomes a plan. A plan backed by action makes your dreams come true.”

—Greg Reid

31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Insurance
  • Saving for Education
  • Small Business
  • Family Finances
  • Tax Planning Strategies
  • Employee Stock Options

Education

  • BA in Business, Northern Arizona University, 1992

Community participation

Has been working with WorldVision since 2009 providing nutrition, medical attention and agricultural solutions for several children in underdeveloped countries.

Interests

Todd is a most happy when he is camping with his wife and three kids, cooking brisket in his smoker, or standing in a river fly fishing.