With over 25 years in the financial services industry I have found my true passion in developing and training new advisors to fulfill their potential and be their very best. I have built my teams on the founding principle of commitment to our valued clients and aim to always meet the client’s needs. As a result, I have proudly helped guide the careers of many successful advisors.
Born and raised in Massachusetts, my father was a lifelong insurance executive giving me a solid foundation of the industry from an early age.
In 2000, I accepted the role of director of marketing with a fraternal life insurance company in Joliet, IL. In 2005, I was promoted to the regional sales vice president and in 2008, became senior vice president. I was able to learn a great deal about recruiting and training and gained a tremendous desire to continue honing my leadership skills.
In 2012, I became the regional branch manager of a financial services firm in Nebraska. In this role I grew the rural area office from 8 advisors to 13.
Just prior to coming to Financial Design Group I had the opportunity to run and manage a new financial services office in Cincinnati, Ohio.
I am extremely passionate about my work in the financial services industry especially recruiting, training and leading new advisors in their pursuit of a fulfilling, lifelong career.
Outside of the office, I enjoy spending time with my wife, son and daughter. I had the privilege of, and greatly enjoyed, coaching my son throughout his baseball career including at the high school level. If I happen to find myself with a little spare time I like to sneak in a round of golf.
Todd is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Financial Design Group is independently owned and operated, 525 W. 5th St. #223, Covington, KY 41011
T# 2205410 DOFU 8-2018