FocusFor more than 24 years, Todd has served as the primary contact for clients and their families, developing and implementing integrated investment plans. He works primarily with high net-worth individuals, families, and businesses.
Background and experience Todd began his career in 1991 as an associate with Dain Bosworth. In 1997, He joined Edward Jones as a Financial Advisor, opening the firm’s first Sioux City branch. He brought his expertise in retirement and investment planning to Wells Fargo Advisors in 2002.
As Managing Partner of Arvada Wealth, Todd has been specifically trained to work with complex financial situations for families and businesses. He coordinates and builds teams of experts around his clients in order to provide highly personalized service and has numerous specialized affiliates of Wells Fargo Financial Network ready to serve.
Todd met his wife Jane while they were studying at Drake University, where he earned his B.S.B.A in International Business. They have been happily married since 1994.
Away from the office Todd lives in Omaha with his wife Jane. Their three sons, Jack, Gage, and Sam are busy in their various careers in Sioux City, Chicago, and West Des Moines. They recently added a wonderful daughter-in-law, Colette, and an energetic grand-puppy to the family!
When not advising clients, Todd especially enjoys hunting and fishing, traveling with his wife and spending time with their family at Lake of the Ozarks. He does not claim to be a golfer, but will embarrass himself for charity events from time to time.
Todd is past president of the Siouxland Community Foundation where he served on the board as head of the investment committee. He is also a past president of the Sioux City Optimist Club, former Director of SBL Youth Football, and past chair of SBL-CSD Facility Advisory Committee. He is currently serving as a mentor in the TeamMates post-secondary mentoring program.