Hi there. I'm Todd, portfolio manager and founder of Integrity Financial Planning. With 30 years of experience in financial services, I'm passionate about helping successful professionals, business owners, and high-net-worth families achieve their financial goals.
Career
I've held senior roles at firms you would recognize: Senior Wealth Advisor at Goldman Sachs Personal Financial Management, Chief Investment Officer at Compass Bank (now part of PNC Financial), and Senior Portfolio Manager at The Private Bank at Bank of America. Those roles let me hone my skills in portfolio management, and ultimately led me to create Integrity Financial Planning.
Why I started Integrity
As the founder, my aim is to provide comprehensive financial planning and Personal Index Portfolios tailored to each client's unique needs. I believe a personalized approach is the key to financial success, and I'm committed to helping my clients make informed decisions about their financial future. That is why we own the individual stocks in your index rather than a fund wrapper: it lets us manage your taxes and honor your values position by position.
Education and memberships
I hold a B.A. from the University of Central Arkansas and an MBA from the University of Arkansas at Little Rock. I'm a proud member of the CFA Institute and the CFA Society of Houston.
Outside the office
When I'm not immersed in finance, you can find me on the tennis court or on the slopes. I believe a well-rounded life helps me connect with clients personally, which makes the planning process an enjoyable and collaborative experience.
If you're looking for a financial advisor who genuinely cares about your financial well-being, I'd be glad to help. Schedule a 30-minute call with me and let's talk.