Todd began his career in the financial services industry in 2000. He spent much of his career at national investment and insurance companies, where he was responsible for training financial advisors on how to effectively serve clients. In 2016, Todd noticed a shift in the industry as new financial regulations prompted many financial services firms to begin limiting the service offerings available to advisors when serving clients. He recognized an opportunity to provide a wider range of service using a fiduciary approach that put client’s needs first.

That’s when he decided to found Red Mountain Financial. Since it’s inception, the firm has remained true to its core values of providing independent fiduciary advice with a focus on putting clients’ best interests first, above all else.

Todd has a bachelor’s degree in business administration from Birmingham-Southern College. He is a CERTIFIED FINANCIAL PLANNER™ professional and carries the Chartered Life Underwriter® and Chartered Financial Consultant® designations. He holds life and annuities licenses, and is a National Social Security Advisor (NSSA) certificate holder. He is currently pursuing the Certified Tax Specialist (CTS) designation.

Todd married is wife, Tiffany, in 1998, while he was still in college. They have an 11-year-old son, Tucker. Todd and Tucker enjoy fishing, camping and throwing the football together. Todd also enjoys bike riding and is a long-time (still struggling) chess student. Family bonding between the three often occurs on a tennis court.