Todd adheres to a disciplined process that is focused on delivering a consistent yet customized wealth management experience. He is a CERTIFIED FINANCIAL PLANNERTM certificant. Prior to his career as a financial professional, he held sales and managerial positions for a decade at a Fortune 500 telecommunication company and has been a financial advisor since 2003.
Insisting on understanding the specific situations and goals of the client he works with, Todd endeavors to establish deep and valued relationships. He works with individuals, executives, business owners, non-profit organizations, and estates. Todd provides clients with financial and investment strategies, cash management, wealth preservation and transfer, and estate strategies.
Todd graduated from Radford University in Virginia, where he achieved his Bachelor’s degree in Finance and Marketing respectively. He consistently volunteers at his church alongside his wife, Amber. Todd and Amber are blessed with three daughters. He enjoys hiking, kayaking, and freshwater fishing during his spare time.
Associations and Memberships
- Canopy Roads Baptist Church - Member
- Bachelor of Science
- Finance and Marketing
- Radford University in Virginia
Waddell & Reed is not affiliated with any other entities referenced herein. 10/17