About Todd
Born and raised in the Midwest, Todd has always had a very practical appreciation for money. He understands the hard work and sacrifice families put into their savings and approaches their retirement planning with a singular mission: help them keep more of what they’ve built.
Education
Bachelor's degree
Licenses
Series 65
Life, Accident, Health, P&C
IBF Designations
CIS™
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Certified Income Specialist
Retirement income planning, withdrawal strategies, and distribution optimization.
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At a Glance
IBF Designations
1
Member Since
2022
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.