With over a decade of experience in client services and financial relationship management, Todd has built a reputation for delivering exceptional client experiences, supporting advisors, and streamlining service operations.

He currently serves as a client service administrator at Planning Alternatives, providing high-touch support and operational excellence to clients navigating their financial goals.

His previous experience includes key roles at Wealth Trac Financial, LLC, Dahring | Cusmano and Associates, and JPMorgan Chase, where he spent over 10 years as a private client banker.

He has a B.A. in criminal justice from Western Michigan University and has earned several industry credentials, including the Securities Industry Essentials (SIE) exam, FINRA Series 6 and Series 63 licenses, and the Michigan Life and Health Insurance designation.

What is your “why”?

I present the best possible customer service to our clients where they won’t feel like they are just another account number – take the time to speak with them on a personal level. I reiterate to the client that you hired us for a reason, we are your team, and we love it when you utilize us. I like to take interest in our clients’ interests (where they came from, where they vacationed, what they did for a living, hobbies, children, etc.).

Can you describe a memorable client moment?

I worked with a client who needed to do a 60 day in-direct rollover with their IRA. The client mentioned that they had an emergency to take care of, and they would return the funds within the 60-day window without any penalties. But the custodian managing the funds made an error, and I spent quite a bit of time working with the custodian and various back-office teams to reverse the transaction and process it correctly. The client was beyond happy that I took most of my day to get this resolved so quickly for her.

To me, true wealth means

Having a happy and healthy family, good relationships with friends, doing the things that you love, and knowing that the hard work we put in will help us with comfortable and worry-free retirement.