“My maternal grandfather encouraged me to be a saver and introduced me to the markets. He retired as a principal of a high school, yet through his investing was able to donate seven figures to Gustavus Adolphus College, my alma mater. His lesson of saving and investing was foundational for me, resulting in financial success for me and now for my clients.
I have been fortunate to work for some of the largest financial companies in the world, and now have the privilege of working as part of a boutique, independent and fee-based firm that is structurally aligned with our clients. My goal is to guide clients to the best possible outcomes that fit their specific situation, entirely personalized for them. Clients first, always.”
Todd joined the firm in 2017 with 30 years of advisory expertise in the industry. His alma mater is Gustavus Adolphus College where he earned a bachelor’s degree in Business Administration.
Todd is an active member with the Twin Cities Exit Planning Institute, a forum of business transition experts, and holds the Certified Exit Planning Advisor (CEPA) designation, a nationally-recognized professional achievement. Todd has worked with several large financial institutions. He serves as a board member for the Gustavus Alumni Association and is a current member, as well as past board member, of the Minneapolis Rotary.
Todd lives in Plymouth with his wife, Liz, has three grown children and one grandchild. His interests include playing golf, hockey, and traveling with his family.