Todd grew up in Brevard County, Florida, and graduated from the University of Central Florida (UCF) in 2007. While at UCF, he majored in marketing, minored in sports business management, and held seven different internships/externships. It was through his first internship in 2005 that Todd developed a passion for helping people make smarter decisions with their money. Upon graduation, he dedicated his career toward guiding business owners, pre-retirees, and busy executives toward preparing financially for life's milestones. As a founding partner of Signature Wealth Partners, Todd is able to fulfill these promises to clients.
In 2023, Todd became a published author with the release of the book he co-authored: "More Than Money: Real Life Stories of Financial Planning". Todd joined forces with other advisors from around the globe to bring a collection of inspiring true stories of how real-life clients have applied financial planning to derive tangible results that changed their lives.
Todd devoted many years toward furthering his education to develop his expertise in his field. He is a Certified Financial Planner™ practitioner (CFP®), Accredited Investment Fiduciary® (AIF®), Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®). He holds the Series 6, 7, 63 and 65 investment licenses and the 2-15 insurance license.
Todd has always firmly believed in staying active and giving back to his community. He currently serves on the UCF Alumni Board; Citrus Club Board of Governors; UCF College of Business Alumni Board; Outreach Love, Inc., Board; and All Star Dads Corp 501(c)(3) Board of Directors. He is involved with the Executive Exchange of Central Florida and is a former chair and current mentor with the UCF College of Business Mentorship Program, where he has been involved since its inception. Todd co-founded the Citrus Club Leadership Alliance’s Inspirational Influencers Speaker Series and was a founding member of the UCF Med School Classic Golf Tournament. He previously held roles on the bridge builders committee of City Year Orlando, the finance committee of Habitat for Humanity Greater Orlando and the board of Tri County Youth Sports.
He also enjoys public speaking. On multiple occasions, he has been the Keynote Speaker for the National Society of Collegiate Scholars at UCF and in 2018, advanced to the Florida Districts in the 2018 World Championship of Public Speaking. This put him in the top 1,000 of 345,000 eligible Toastmasters worldwide*. In 2021 and 2023, he was a guest speaker for UCF’s Spring Commencement Ceremony. Also in 2023, he appeared on the Nasdaq web series "Queue And A" from the Nasdaq world headquarters at MarketSite in Times Square.
Nasdaq - Queue and A
Todd was recently awarded an “Honorable Knight” award at the 2020 UCF College of Business Hall of Fame Gala* and included in the Orlando Business Journal’s “40 Under 40” List for 2020*.
He is a graduate of the inaugural Orange County Bar Association's Leadership Law and Leadership Orange through Orange County Public Schools. Todd devoted every other Saturday morning from 2005 to 2014 to tutoring and mentoring elementary-aged children from the Parramore area through Outreach Love, Inc. He now sits on their board and helps to recruit new tutors.
Todd met his wife, Lindsey, while attending their last semester at UCF. They got married in 2012 and have a daughter named Cambrie and son named Colton. They enjoy traveling, kid’s activities and driving their UCF-themed golf cart around Downtown Winter Garden.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*2020 Orlando Business Journal 40 under 40 – Nominations are done by the companies’ accounting firm, public relations firm or self-nomination. The judges whittled the list of candidates to 40 out of over 200 candidates. Candidates had to demonstrate business success, community involvement, leadership ability and influence on the region, public policy or quality of life. All winners must be under the age of 40 and from one of the following counties: Orange, Seminole, Osceola, Lake, Volusia or Brevard. Investor experience and/or returns were not considered for this selection. This recognition may not be representative of any client's experience, is not an endorsement, and is not indicative of an advisor's future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this recognition. Raymond James is not affiliated with Orlando Business Journal.
**This ranking is not based in anyway on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement and may not be representative of individual clients' experience. Raymond James is not affiliated with Toastmasters nor the University of Central Florida College of Business.
Raymond James is not affiliated with the above organizations.