Todd began working in the Financial Services Industry in 1987. Todd has a unique perspective to investments due to his various backgrounds. Todd has been a mutual fund accountant, financial planner and analyst, but his perspective comes from working as an institutional trader with many of the mutual fund managers that we hold in our client’s portfolios today. Special attention is always paid to managing downside risk when creating income portfolios.
Todd is married to his college sweetheart Angie and they have raised three boys. Most of their free time is spent caring for their son with autism.
AIF®, Accredited Investment Fiduciary
(262) 364 5216