For nearly 35 years, Todd’s mission has been to create a lasting impact in his clients’ lives, and he does so by developing financial plans that help them establish a lifetime of security. As a private wealth advisor, he helps others make strategic decisions that align with their long-term vision of success. His passion for his work comes from his parents—as children of a recession, they taught him and his siblings the value of hard work and sacrificing for the future. Even during difficult seasons, they had a long-term financial plan that helped them navigate the twists and turns of life. They often referred to their plan when making decisions, and Todd witnessed how that mindset helped his parents reduce risk and stress, even when the unexpected happened. Today, Todd works to give his clients the same stability and assurance that comes from having a thoughtful, thorough plan for the future.
Todd joined the financial services industry in 1988, and since then, he’s developed a world-class team to support his clients’ wealth management needs. He is a Chartered Life Underwriter® and a Chartered Financial Consultant®, and he continually endeavors to expand his expertise. He attributes his strong work ethic to his parents’ values and influence, and he strives to reflect their high moral character in everything he does. He treats his clients with the utmost care and respect, and he always follows through on his word.
Outside of his practice, Todd loves spending time with his daughter, family, and close friends. In his free time, he enjoys the outdoors, whether he’s running, biking, doing yard work, snow skiing, or just hanging out with his dog Henry. Todd lives each day reflecting on his parents’ wise words: “Success is not the key to happiness. Happiness is the key to success. If you love what you do and help others, you will be successful.” He lives in Ridgeland, Mississippi.
