Todd began his career making a national market for his clients' local and privately held, commercial real estate investments. He then went to work in his family’s Logistics Consulting business where he led the sales team and ultimately facilitated the family's transition strategy for ownership and management.
This experience led him into financial service at Axiom Financial Strategies Group of Wells Fargo Advisors where the specialty is serving families and family owned businesses. Todd believes in proactive planning and addressing financial situations before they become an immediate need.
Todd has served clients in an investment and business management advisory role since 2004. He is passionate about creating value for clients by developing custom strategies, professional networks of people, and the required “know how” to help achieve their goals and objectives. He is a servant leader and lives by our firm’s core values; Service, Integrity, Accountability, Growth, and Innovation.
In 2002, Todd earned double bachelor’s degrees in Economics and Finance with a minor in International Business from the University of Kentucky. He completed his MBA at Indiana University while working full time in his Family’s Business. He holds a Series 7 and Series 66 registration, and is a Licensed Principal Real Estate Broker in Kentucky, though he is no longer practicing.
Todd is a Louisville native and active community supporter. He currently serves as Treasurer of the Board of Directors at New Directions Housing Corporation, Advisory Board Member (Past Chairman) of the University of Louisville Family Business Center, and is a Member of the Horseshoe Foundation of Floyd County Grants Committee.
When not working, Todd is spending time with family; wife Rebecca, and two children, Callie and Mason. He loves exploring nature and all outdoor activities.