Todd works closely with clients to develop customized wealth management strategies tailored to their unique needs and priorities. He specializes in comprehensive financial planning, investment management, retirement planning, wealth transfer strategies, and multigenerational wealth preservation. Known for his relationship-driven approach, he helps clients navigate complex financial matters with clarity and confidence.

By collaborating closely with clients and their trusted advisors, Todd develops integrated strategies that align investment, tax, estate, and legacy planning objectives. His commitment to personalized service, thoughtful guidance, and long-term relationships allows him to serve as a trusted resource throughout every stage of a client’s financial journey.

Todd earned a Bachelor of Business Administration in Finance from Texas A&M University and completed the CFP® Certification Program at Rice University. He resides in Fort Worth with his wife and daughter and enjoys spending time with them and playing golf. Todd also serves as a Superintendent for the Fort Worth Stock Show and Rodeo and is a member of the Fort Worth Stock Show Syndicate.