Todd believes in providing clients with financial confidence. His goal is to offer his clients the confidence of knowing their financial lives are well cared for so they are free to focus on more important priorities such as family, supporting charitable causes or enjoying some well-deserved travel. He provides this confidence by embracing common sense, timeless principles and forward thinking. Todd delivers custom Total Retirement ℞ Income Plans® to help his clients achieve their goals.
Todd is a CERTIFIED FINANCIAL PLANNER™ professional, is a National Social Security Advisor (NSSA) certificate holder and holds the Certified Tax Specialist (CTS™) designation.
Todd married his wife, Tiffany, in 1998, while he was still in college. They have a 12-year-old son, Tucker. Todd and Tucker enjoy fishing, camping and throwing the football together. Todd also enjoys bike riding and is a longtime (still struggling) chess student. Family bonding between the three often occurs on a tennis court.
Phone: 205-879-7302 | Email: todd@redmountainfinancial.net | Website: www.RedMountainFinancial.net
LinkedIn: www.linkedin.com/company/red-mountain-financial
