EducationWestern Michigan University Haworth College of Business, Kalamazoo, Michigan
Professional Experience & Areas of FocusAs a director in the Private Bank Todd has the privilege of helping affluent clients and business owners simplify their financial complexities by providing solutions in the areas of wealth planning, investment management, assisted estate planning, trust services and risk management. Todd has been serving clients in the financial services industry since 2003.
Licenses & Professional Designations
- Investment Advisor Representative (Series 66)
- Registered General Securities Representative (Series 7)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)