As a financial advisor through CNB Financial Services, Todd helps individuals and small business owners pursue their financial goals through personalized advice that is tailored to their specific wants and needs. By providing a comprehensive financial plan and personalized service, Todd can provide advice pertaining to a wide range of topics based on each client’s unique situation. Todd believes that having a plan in place allows for logical recommendations and provides a basis for discussions as the market changes over time.
Todd specializes in financial planning, retirement security, income guaranteed for life, college savings plans, and insurance to provide guaranteed benefits for both living and after life. He takes pride in his honest, no-pressure approach as he focuses on listening to help his clients work toward their long-term financial goals. Todd also offers flexibility for his clients traveling to meet where it is convenient for them.
Prior to working with CNB Financial Services, Todd began his career at Merrill Lynch in Traverse City, served as a Team Leader and Financial Advisor for Chase Bank and Citizens Bank covering multiple branches in Northern Michigan accumulating 15 years of experience serving his community.
Todd funded his own Bachelor of Arts degree in Finance from the Eli Broad College of Business at Michigan State University. He is committed to life long learning and holds his FINRA Series 7 & 66 securities registrations with LPL Financial and is fully licensed through the state of Michigan for Life & Accidental Health Insurance.
In his spare time he enjoys outdoor activities with his wife Rebecca and loves playing Yahtzee, chinese checkers, backgammon, baseball, and soccer with his son Jonah and his daughter Seneca. Todd moved to northern Michigan after graduating from MSU to follow a ski pass at Nub’s Knob that he had purchased during his last semester at MSU, he has never looked back.
8011 S US 31 Highway
Alanson, MI 49706