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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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.