With over 25 years of financial services experience, Todd has developed a national financial planning practice with clients in most states. He believes, “If the trust is there, the miles don’t matter.” His practice has grown exclusively by referrals from satisfied clients. Todd specializes in wealth management for physicians, medical professionals.
Todd has all of the qualifications expected of a professional experienced Advisor, including his CFP® (CERTIFIED FINANCIAL PLANNER TM practitioner), ChFC (Chartered Financial Consultant), and CLU (Chartered Life Underwriter) designations. In addition, he is very active in the community including his church, Blackhawk Country Club, and the Evans Scholars Alumni Foundation.
He has earned a reputation as an exceptional instructor, author and speaker, frequently quoted in Medical Economics. He is “the financial expert” on the local NBC station, having provided almost 130 segments on their Live 5:00 p.m. broadcast. Todd was featured in all seven (August 2000, December 2002, and November 2004, 2006, 2008, 2009 & 2011) issues of Medical Economics, under their exclusive list, “The 150 best financial advisers for doctors.” Todd is also on the editorial board advisory board for the publication. There are only 47 advisors in the world that have made the list all seven times, and only three of these are on the advisory board. He has spoke at the prestigious Million Dollar Round Table, giving a presentation to 1,350 financial advisors from around the world.
Todd is a Registered Representative and Investment Advisor Representative of CRI Securities, LLC and Securian Financial Services, Inc. North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group. North Star Resource Group is not affiliated with Securian Financial Services, Inc. North Star Resource Group is independently owned and operated. Silverhawk Financial Group is not affiliated with Securian, CRI Securities, or North Star Resource Group.