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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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
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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.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.