CFP®, RICP®, ChFC®, MBA, Financial Advisor
“A true fiduciary relationship is about putting your needs first, understanding your goals, and helping you create a plan for the future so you can be present, today.”
Todd began his career in the financial services industry on the investment side, working for two multinational banks in holding operations and equity trading positions. He soon realized, however, he wanted to work with individuals and families to help them create healthy financial lives. Which he did for several years until an unexpected death in the family required him to operate his family’s closely held business. However, his passion for helping people eventually won out, and he sold the business and returned to the work he loved.
Todd is a native of Charlotte, North Carolina and graduated from the University of North Carolina, Chapel Hill. Todd, his wife Jennifer and son Hampton now call Mountain Brook home, and the family enjoys the outdoors, traveling and giving back to their community.
“You are a unique individual; shouldn’t your planning be as well? This is a process, an activity. It is more than just a once-a-year discussion. Successful planning is an ongoing relationship that relies on communication, trust and action.”