Todd holds the Chartered Financial Analyst® designation. Todd provides comprehensive financial advisory services to high-net-worth individuals and their families to help them reach their goals. With more than 20 years in the financial planning and investment management industry, his experience includes financial and estate planning, income tax compliance, cash flow management and contingency planning. Prior to becoming managing director for the firm, Todd founded Patriot Wealth Management, Inc., in 2004, and Mariner Wealth Advisors acquired it on Jan. 1, 2019. Prior to that, Todd held the position of vice president and senior financial advisor at Kanaly Trust Company. He began his financial