Todd is a CERTIFIED FINANCIAL PLANNER™ practitioner who has provided financial advice to individuals and businesses for over 14 years. Before relocating his practice to North Central Phoenix, Todd spent the last 7 years helping to build a financial services practice with AERO Investment Services. As an independent and unbiased financial planner, Todd strives to assist individuals and business in developing investment plans to help pursue their present and future financial needs, ranging from retirement planning to estate planning. Additionally, he has implemented strategies to help protect wealth, reduce taxes and increase family wealth.
Todd was born and raised in Southern Illinois and graduated from Southern Illinois University in Carbondale. Prior to moving to Arizona, Todd served for over 7 years in the Illinois Army National Guard. Todd resides in Phoenix with his wife Deanna and has two boys, August & Greyson. When not in the office, Todd enjoys hanging out with friends and family, spending time with his boys at their multiple sporting events, camping, fishing and when time allows making BBQ.