Todd is an experienced wealth advisor who takes a personal and proactive approach with his clients. He is motivated by genuine concern for their families and their financial well-being.
What is your professional and educational background?
I hold an MBA with Honors from Wake Forest University, and a BBA from the College of William and Mary. I completed the Certified Financial Planning Program through Florida State University and subsequently passed the CFP® Certification Examination. I am a proud CFP® Professional and member of the Charlotte Chapter of the Financial Planning Association.
Who is your hero and why?
My dad, because in his unique way, he taught me through high levels of effort to strive for the optimum. That skill has helped me so many times during my life.
If you weren’t in the financial services industry, what other job would you have?
If you had asked me when I was 20, I would have answered “an astronaut.” Today, I would answer “using experiential learning to teach leadership skills to teens and adults.”
What lesson from mom do you still live by today?
My mother always taught me not to be judgmental. Every human being is important and if you take the time, you can enjoy and learn from everyone you meet.
When you are not working, what do you love to do?
Climb mountains! My wife and I have hiked or climbed to the top of the highest point in 49 of the US states. Also, I have an extensive flying background and enjoy flying small aircraft with family and friends.
What would be impossible for you to give up?
My weekly routine. With all of the daily demands, I need my routine to help free up time to focus on what is truly important in my life.
What has been your greatest success in life?
Raising my children. I cannot imagine anything more satisfying, important and everlasting than helping children move toward and enjoy adulthood.
What long lasting impact do you want to have on your clients?
I want to help my clients remove the barriers and stress standing in the way of financial success, which I define as the financial freedom to live a balanced and meaningful life.