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With over 25 years of experience in financial planning and portfolio management, Todd’s approach to advising is holistic and personalized. Through thoughtful, deliberate decision-making, he ensures that each client’s unique goals are achieved and circumstances carefully understood, all while delivering top-notch results.
Having served as a banking officer at FHLBank Atlanta and as a portfolio manager of a market-neutral hedge fund, Todd is well-equipped with years of practical experience in risk management to navigate the complexities of the financial markets and provide exceptional financial planning services. He was inspired to launch his current RIA, FamilyVest, to help families with unique needs build generational wealth. His deep understanding and expertise allows him to develop comprehensive plans that mitigate risk and empower clients to make informed choices, providing a stress-free approach to financial planning that offers clients peace of mind.
An Atlanta native, Todd now resides in the beautiful Santa Rosa Beach, FL/30A area. Outside of his professional life, Todd enjoys boating and fishing in the Gulf of Mexico and spending time with his wife and two sons.