Hi, I’m Todd… husband, father, brother and friend…

And, a Financial Advisor … but really, what does that mean?

I like to think of it as someone who monitors the health of your wealth.

 

Video

We seek out trusted healthcare for a check-up and when there are changes or challenges to our health.

Taking care of your money is similar, and it’s important that I have a trusted relationship with my clients.

 

Todd

I’m a listener first and foremost.  I want to understand from you how you want your money to work.

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We help you make informed decisions to help you reach your financial goals.  As part of that process, we check in with you several times throughout the year to talk about your progress, to get your financial vitals.

 

Todd

I’ll be there when life throws you a curve ball

 

 

 

 

and when there is something to celebrate.

 

Todd

I’m the youngest of four

and I quickly learned the importance of working hard for what I want.

Todd

Later, I learned the value of planning for the future.

 

And not just my future, but that of my family, too.

 

From last family pic, 2 seconds

 

Todd

 

You know money isn’t everything and it’s not all about the numbers.

 

It’s more about how you use it to live the life you want.

We all deserve that…

Todd

and I’m happy to lend a hand, for the health of your wealth

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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