Registered Investment Advisor | Client Fiduciary
Since 1991, it has been Todd’s mission and pleasure to serve his clients with active investment management and financial stewardship. A large part of that commitment, he believes, is providing his clients both big and small, personal and corporate, with a higher degree of acumen and disciplined oversight of their investment portfolios.
As a trusted Registered Investment Advisor and client Fiduciary, Todd has always believed that as each individual climbs their personal “mountains”, having a trusted guide and partner in the journey can have clear and obvious rewards.
Todd’s career began in 1991 at Merrill Lynch – a bit of a family tradition. His father-in-law and brother-in-law are both career Merrill Lynch professionals. After a successful 30-year run in the “corporate broker/dealer world”, Todd seized the opportunity to move to the independent side of the Raymond James house. While retaining the investment tools and custody benefits of Raymond James, Todd and his Vista partners have the advantage of providing “non-conflicting” investment advice, complete client privacy in our boutique offices, and competitive advisory pricing.
Todd and his wife Becca are lifelong friends who met in 7th grade and have always had a special connection. Now that their three kids have gone on to chart their own paths, Todd and Becca love to spend time with their two grandchildren, birdwatch, fish, and stop and smell the roses. Todd and Becca have supported various charities throughout the last 20-plus years, but their primary focus has been the Tulsa Boys’ Home, where Todd is currently serving as Board Chairman.
The mission of Tulsa Boys' Home is to provide the highest quality residential care for boys needing placement outside their home, for the purpose of developing well-adjusted, responsible adults and strengthening the family. The Tulsa Boys Home rescues, rehabilitates, and reintegrates young men between the ages of 11 and 18.
Todd graduated from Westminster College in Fulton, Missouri. Through the years, he has acquired many treasured accreditations including the marks of CPFA®, Chartered Plan Fiduciary Advisor and CRPS®, Chartered Retirement Plan Specialist. He’s also a graduate of the College for Financial Planning CFP® Professional Planning Program.