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Biography

Todd is a Principal in the Louisville office, where he provides individuals and families with guidance in every aspect of their financial lives, including investments, cash flows, taxes, company benefits, retirement, elder care, and estate planning. He specializes in working with clients who are nearing retirement or already retired.

Prior to joining Cerity Partners, Todd worked as a Senior Financial Advisor with ARGI Financial Group. Before ARGI, he was a Wealth Management Director at Accredited Investors in the Twin Cities, Minnesota. Prior to starting his financial planning career in 2004, Todd worked in brand management and new product development for several major manufacturers.

In his spare time, Todd enjoys international travel, family road trips, hiking, game nights, and movies on the big screen.

Learn more about my practice.

Education

  • B.A. in Economics from Principia College
  • MBA from Washington University in St. Louis, Missouri

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Volunteer at Louisville Asset Building Coalition, an organization that provides free tax services to residents of Jefferson County
  • Volunteer with BestPrep, a nonprofit organization that provides students with opportunities to learn business, career, and financial literacy skills through hands-on experience
  • Volunteer with Junior Achievement, an international nonprofit educational organization that exposes young people to various business techniques

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.