For over two decades, Todd has helped clients address their financial concerns through sound investment and financial planning strategies tailored to fit their specific individual needs. Continual professional competency and high ethical standards are important to Todd. He is part of a select group of advisors that have met the rigorous education, examination, experience and ethics requirements necessary to call themselves CERTIFIED FINANCIAL PLANNER™ practitioners, or CFP® practitioners. Originally from the Midwest, Todd graduated with honors from the University of Northern Iowa with degrees in Finance and German. He earned his MBA and graduated with Distinction from one of the top MBA programs for International Business in the world: Thunderbird School of Global Management.
Todd has served many local children’s charities such as: the Foundation for Burns and Trauma, Phoenix Children’s Hospital Leadership Circle, and the Scottsdale Boys & Girls Clubs. In 2009, Todd co-founded the annual Windgate Ranch Festival of Speed charity event due to his passion and appreciation for vintage cars. Todd and his wife Jodi are long-time residents of the Valley. They are very family oriented and have two beautiful children, Chloe and Kamryn