Todd is a Wealth Management Advisor that has over three decades of financial industry experience working with businesses, individuals, and families. Todd began his career at E.F Hutton & Company in 1986 and transitioned to Merrill Lynch in 1990 where he worked within the Private Banking and Investment Group. Todd joined the investment advisory firm of Cadent Capital Advisors to bring an objective, independent perspective on investment solutions that are personally meaningful to each client. The Cadent Capital platform allows Todd the ability to act as a fiduciary for his clients without potential conflicts of interest so commonly found in the financial industry.
Todd holds the Certified Financial Planner™ certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Chartered Retirement Plans SpecialistSM designation. He follows a goals-based wealth management process designed to gather information about current and future resources, develop a personalized strategy, successfully implement the investment strategy and monitor clients progress towards their personal goals. Todd believes that wealth is not just about the performance of assets, but how you live your life and the goals that you want to achieve.
Todd has been involved for several years supporting the local chapter of the Alzheimer’s Association, most recently chairing the Walk to End Alzheimer’s in the City of Tulsa.