Certified Financial Planner
Todd became President of Wealth Planning Corporation in 2016 after joining the firm in 2006 as Vice President. A graduate of Indiana University’s Kelley School of Business in 1987, Todd began his career in financial and investment services in 1988.
Much of Todd’s early career was spent on the institutional side working for insurance and mutual fund companies educating and assisting financial advisors in areas of product suitability, investment management strategies and industry best practices. Prior to joining Wealth Planning Corporation, he began working with individual clients through another local firm providing investment counseling and retirement plan design. Todd is a Certified Financial Planner (CFP®) and also holds the College for Financial Planning’s professional designation of Chartered Retirement Planning Counselor (CRPC®).
Married with three children, Todd spends his free time with his family enjoying boating, skiing, and coaching a number of his son’s sports teams. He is also a member of Montgomery’s City Council, the Vice Mayor, Chairman of the Finance Committee and member of the Leadership Committee of Council.