Todd began his career in the financial services industry on the investment side, working for two multinational banks in holding operations and equity trading positions. He soon realized, however, he wanted to work with individuals and families to help them create healthy financial lives. Which he did for several years until an unexpected death in the family required him to operate his family’s closely held business. However, his passion for helping people eventually won out, and he sold the business and returned to the work he loved.
Todd is a native of Charlotte, North Carolina and graduated from the University of North Carolina, Chapel Hill. Todd, his wife Jennifer and son Hampton now call Mountain Brook home, and the family enjoys the outdoors, traveling and giving back to their community.
Your financial plan is about more than your investment portfolio, it’s about creating a sustainable plan for you to be financially efficient and positioned well for career and business success. I help my clients create a tailored plan that involves their overall financial health, goals, unique needs, and circumstances, to guide them towards financial freedom.
For many of my clients who own their own businesses, taxes are a major part of their yearly expenditures. I provide my clients with a plan to help them optimize their tax efficiency in both business planning and investment strategy, leaning on my decades of experience working with small business owners. Tax efficiency is an integral part of your business success.
One of the key components of a financial plan is tailored investment strategy. For my clients, Chief Investment Officer Rick Wedell builds tailored investment plans based on your needs. If you would like to learn more about Rick Wedell and our tailored investment platform, visit Bluemonte
Many of you are business owners with unique needs. My extensive experience in practice management and business planning allows me to help you create a plan to build efficiency in your business. My clients are faced with challenging decisions every day, and I help them navigate those challenges and arm them with the knowledge and planning they need to make the best decisions for themselves and those who rely on them.
We all know things happen. Being prepared for unforeseen circumstances is paramount in building a plan that is nimble, effective, and most of all reliable. By helping my clients to be prepared, they can live knowing that their financial plan is built to withstand a storm.
Planning for retirement is an important part of your overall financial plan, as the decisions you make today will directly affect your life tomorrow. My duty as a fiduciary is put your interests first, and that starts by building a plan for the future. I can assist 401(k)s, 403(b)s, and non-qualified deferred compensation plans and their participants in making thoughtful decisions about their investment manager selection and plan design.
Access real-time statements and customized reports related to your financial plan. You can also organize and store documents that are important to your financial life, which may include a Trust or a Durable Power of Attorney, for example. This tool gives busy clients the peace of mind to know that everything they need is in one centralized location that you can access any time of day or night.See First Hand Our Client Portal Experience
Your legacy is important. Having a plan to take care of those you love after you are gone is paramount. From charitable giving, to trust creation and business succession, I guide my clients through these tough questions so they can live fully knowing their families and loved ones will be taken care of when you are gone.
Recognizing that men and women think and talk about money differently, RFG created an educational website designed for women to learn how to live financially fearless.Visit StrongHER Money