For over two decades, Todd has helped clients address their financial concerns through sound investment and financial planning strategies tailored to fit their specific individual needs. Continual professional competency and high ethical standards are important to Todd. He is part of a select group of advisors that have met the rigorous education, examination, experience and ethics requirements necessary to call themselves CERTIFIED FINANCIAL PLANNER™ practitioners, or CFP® practitioners. Originally from the Midwest, Todd graduated with honors from the University of Northern Iowa with degrees in Finance and German. He earned his MBA and graduated with Distinction from one of the top MBA prog