Since 1991, it has been Todd’s mission and pleasure to serve his clients with active investment management and financial stewardship. He believes a large part of that commitment is providing his clients, both big and small, personal and corporate, with a higher degree of acumen and disciplined oversight of their investment portfolios. 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.
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.
Todd and his wife Becca are lifelong friends who have always had a special connection. Now that their three kids have gone on 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.