Todd is a Private Wealth Advisor with Private Wealth Reserve within FNBO Wealth. As both a leader and advisor, he guides the Fort Collins team in delivering comprehensive wealth management solutions, including trust administration, estate planning, individual retirement strategies, and investment management.

CREDENTIALS

With more than 35 years of experience serving affluent clients, Todd specializes in estate planning, trust services, and succession planning — helping families and businesses preserve and grow their wealth across generations. He joined FNBO in 2017 and holds the Certified Trust and Fiduciary Advisor (CTFA) designation. He earned his bachelor's degree from Arizona State University.

PASSIONS

Beyond his professional expertise, Todd values family, community, and the outdoors. He and his wife, Valerie, have been married for 40 years and cherish time with their two children and five grandchildren. An avid woodworker, Todd has crafted everything from garden sheds to handheld crosses. He also enjoys cooking, hiking—including tackling Colorado's 14ers—skiing, traveling in his Airstream, and spending time on the water.

Committed to giving back, Todd actively supports his community through volunteer work and local events. He previously served as president of a nonprofit dedicated to faith-based mentorship, working with men in prison to help them rebuild their lives.

Private Wealth Reserve Form CRS and Privacy Notice are available under the Resources tab.

“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. 

Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through Private Wealth Reserve, a trade name used by First National Advisers, LLC (FNA), an SEC registered investment adviser and wholly-owned subsidiary of FNBO. 


INVESTMENT 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.

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