Todd is one of our Financial Planning Coordinators who support Ken & Dave in servicing existing and potential clients. In addition to performing various administrative tasks, he attends client meetings (along with the advisors) and frequently communicates with client's accounting and legal professionals.
Todd continually strives to strengthen his financial knowledge. He earned his post-baccalaureate certificate in accounting at Northwestern University and has successfully passed the Certified Financial Planner (CFP)® Examination.
Todd is a retired Naval Aviator with over 22 years of active duty service.
Todd has been dating his beautiful wife, Stacey, for more than 30 years.