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Todd serves as Lead Director in Private Client Services at First National Bank Wealth Management. He serves as “player & coach” leading the Fort Collins team in the administration of trusts, estates, individual retirement and investment management accounts.
Todd joined First National Bank in 2017 and has nearly 30 years of experience working with affluent clients and providing solutions for estate planning, trust services and succession planning. Prior to First National Bank, he was a Senior Vice President at Bank Midwest, where he built a trust and wealth management division from the ground floor into a regional resource for its communities.
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 over 30 years and have two children and their first grandchild, Josephine (JoJo). When not working, Todd has numerous hobbies, woodworking being his favorite. He has built things ranging from a garden shed to handheld crosses.
He moved to Fort Collins in early 2017 which opened a whole new outdoor world. He plans on climbing a “14er” in the near future and loves anything to do with watersports; boating, water skiing, stand up paddle boarding, scuba diving and the list goes on.
Even though he just moved to Colorado, Todd is already finding ways to give back to the community through volunteering and supporting community events. He recently completed his term as president of a non-profit centered around a faith based mentorship program working with men in prison and their transition back into society.
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.
Investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value
Banking products and services provided through First National Bank of Omaha