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
-
Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
-
Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
-
HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
Calculators
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?