CERTIFIED FINANCIAL PLANNER™
Managing Director - Investments
For over two decades, Todd has used his lifelong passion for finance to make a difference in the lives of his clients. He specializes in cultivating solid, long-term relationships with high-net-worth individuals and their families. Todd understands that wealth brings challenges and responsibilities. He helps clients plan for their financial goals while balancing other components such as risk tolerance, tax-efficiency, and multi-generational planning to name a few.
Todd’s wealth management approach integrates your objectives into a customized plan that is updated as life changes occur. This plan-based approach helps ensure you are on track with clearly defined goals and active monitoring of your ongoing progress through Envision.
As an added service, Todd positions himself as the hub of his client’s financial life; serving as the centralized connection point for all other professional advisors, such as CPAs or Attorneys.
Coordinating efforts from all parties to ensure your comprehensive financial situation is addressed.
Background and experience
Todd began his career with Morgan Stanley in 1999 as Financial Advisor. During this time he cultivated his approach to helping clients prepare for critical financial events by developing a comprehensive investment plan.
In an effort to better serve his clients, Todd joined Wells Fargo Advisors in 2016 as a Managing Director-Investments.
He graduated from California State University at Stanislaus with a Bachelor’s Degree in Economics, and completed the CERTIFIED FINANCIAL PLANNER™ requirements in 2007.
Todd is a past board member for The ASTRO Foundation.
Todd is a past President for the CSUS Alumni Board of Directors.
He also is a graduate of the 2005-2006 class of Leadership Modesto.
Away from the office
Born and raised in Modesto, Todd lives in Oakdale with his wife Kory. They are avid animal lovers and rescue advocates. They currently have two Bernese Mountain dogs—Barley and Annie.
Todd and Kory enjoy golfing, hiking, live music and travel. They are also very involved with their family and the numerous school and sports activities involving their three nephews.