My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

Get started
33
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
  • Financial Planning for Small Business
  • Family Finances
  • Tax Planning Strategies
  • Employee Stock Options

Education

  • BA in Business, Northern Arizona University, 1992

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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.

My photos

1 albums
close