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
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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
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Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
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Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.