Todd serves as Private Client Advisor at FNBO Wealth Management specializing in meeting the needs of high net worth individuals, families, professionals, executives and closely-held business owners.
Todd joined FNBO in 2017 and has over 35 years of experience working with affluent clients and providing solutions for estate planning, trust services and succession planning. Prior to FNBO, he was a Senior Vice President at a bank located in northwest Iowa, where he built a trust and wealth management division from the ground up.
Todd is a Certified Trust and Financial Advisor (CTFA™) and earned his Bachelor’s degree from Arizona State University.
Todd and his wife, Valerie, have been married for 34 years and have two married children and three grandchildren, JoJo, Cici and Brooks. When not working, Todd has numerous hobbies, woodworking being his favorite. He has built things ranging from a garden shed to a doll house.
Todd and Valerie moved to Fort Collins in early 2017 which opened a whole new outdoor world. He enjoys hiking and plans on climbing a “14er” in the near future. Todd loves anything to do with watersports: boating, water skiing, stand-up paddle boarding, scuba diving!
Todd continues to find ways to give back to the community through volunteering and supporting community events. He recently completed his term assisting the United Way of Larimer County with its annual fundraising event.
“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.
Trust and related services are provided by FNBO, a national bank with trust powers.
Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.
“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.
Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through FNA doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO. FNBO is not a registered investment adviser.
Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.
Only deposit products are FDIC insured.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE
FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.