For over two decades Todd has helped clients and businesses address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. Todd works with specific business and family relationships that are concerned about the give and take between return and preservation of principal. Todd helps clients preserve and distribute their wealth through prudent, objective and independent investments strategies. He has built his team on a foundation of positive values that include integrity and a devotion to clients. Todd was also named as one of the 2024 Forbes Best-in-State Wealth Advisors. In 1999, Todd began his career as a Financial Advisor with Morgan Stanley in Portland, OR, before transferring to Orlando, FL.

Todd grew up in Fairbanks, Alaska which instilled a passion for skiing, fishing, and boating. After attending The University of Alaska Fairbanks, Todd worked as a project manager for BP on the North Slope of Alaska in pipeline and drilling support. Away from the office Todd spends his time with his wife Jennifer, friends, and family. Todd and Jennifer like to stay active whether it’s spending time wake surfing in Lake Holden, or riding their motorcycle. Todd and Jennifer also have a passion for traveling and love attending live music events.

2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Ryan’s approach to investment management is holistic. Ryan has earned the Certified Private Wealth Advisor ® designation. The Certified Private Wealth Advisor® (CPWA®) is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Ryan was also named as one of the 2024 Forbes Best-In-State Wealth Advisors. He brings 20 years of extensive knowledge and experience to the table. Ryan helps a limited number of individuals, families, and businesses identify and implement their investment plans. “The difference that our team brings is a focus on creating a detailed investment plan for each client; we focus on all aspects of a client’s financial well-being, not just the assets that we manage.” This consultative process is designed to help each individual client stay on track and adapt to any potential changes in the financial markets. “I believe my experience in a team situation working for a common goal helps bring an added value to our team. I understand the importance of working closely with specialists and utilizing everyone’s strengths.” 

2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Ryan earned his Bachelor’s degree in Business Administration from the University of Central Florida and graduated with honors. While in college he met the love of his life, Sarah, and they are blessed with their two sons, Walker and Jackson, and their beautiful daughter Olivia.Away from the office, Ryan is involved philanthropically. Ryan is on the executive committee of the Orlando Tour De Cure to benefit the American Diabetes Association. The Annual Tour De Cure is an important event to the Wyatt family as Type I Diabetes hits close to home for them.