Todd puts his clients first and counsels them on the best way to achieve their financial goals. Utilizing his in-depth knowledge of the financial markets, Todd develops and implements a personalized portfolio based on the risk tolerance of each client.

Prior to his wealth management role, Todd was a senior member of the financial institutions sales and trading team at Raymond James. He formulated a successful strategy of choosing the right community bank equities for institutional and high net worth clients.

Prior to Raymond James, Todd worked for the Federal Reserve Bank of Chicago in sales, strategy and depository account monitoring. Todd has a B.A. from Miami of Ohio and an MBA from Northwestern Kellogg Graduate School of Management. Todd resides in Chicago with his wife and three children.