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.
Witnessing my grandfather’s estate plan crumble sparked my interest in helping others create a solid estate plan that helps take surprises out of the equation.