Todd is a Senior Vice President/Investments and has been with Stifel since 1995. Prior to joining Stifel, he was with Prudential Securities and Oppenheimer & Co. He has served as a financial advisor since 1987.
With the help of the many resources available at Stifel, Todd is able to assist clients in designing and implementing risk mitigation strategies. Establishing reasonable short- and long-term goals with a proper asset allocation program is essential. Each program is designed specifically with the individual in mind, and personal service is an important element of his business plan.
Todd is a native of Highland, Illinois, and attended Southern Illinois University in Edwardsville. Todd and his wife enjoy traveling, visiting art exhibits, experiencing different food cuisines, and spending time with their children, grandchildren, and friends.
Asset allocation does not ensure a profit or protect against loss.
Newsletters
-
Prepare Your Finances for the Next Emergency
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
-
Putting Your Nest Egg in Three Baskets
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
-
Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
-
All-in-One Funds: Targeting Time or Risk?
This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.
Calculators
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.