Description

With over 29 years of experience, Todd has assisted countless clients to create and grow their wealth, protect and preserve their life savings and to plan for the distribution of that life savings in the most tax efficient manner while living and at death.  With today's uncertain economic environment, Todd believes that it is crucial to have a plan in place to navigate safely and confidently through the many types of turbulence on the horizon. With Todd's passion for flying, he has found a unique way to tie that passion into his role as a financial advisor.  Like a pilot, Todd helps fly people confidently through financial turbulence such as market volatility, taxes and inflation, and gets them to their destination safely and on time.  He lives in Valparaiso, Indiana with his wife Cheryl.  They are blessed with two sons, Rick and Russell, daughter-in-law Alicia and their first grandson, Spencer. 

Education

Todd graduated from Christian Life College in Stockton California in 1985. Since then he has completed a variety of courses including Advanced Tax Planning for IRA Qualified Plan Distributions and many more. Todd has earned the prestigious Certified Senior Advisor CSA designation through many hours of in-depth training on 19 topics of importance to seniors such as Social Security Taxation Medicare HMOs and Senior Housing Assisted Living as well as specialized courses on Financial Estate Planning for Seniors. Todd continues to participate in ongoing education which keeps him up to date on tax law changes and issues that concern seniors.

Associations

Todd's firm, Blue Sky Financial Partners, is a member of the Better Business Bureau of Northwest Indiana. He is listed with the National Registry of Elder Planning Advisors is a member of the Society of Certified Senior Advisors CSA. As an FAA Certified Airman he is also a member of the Aircraft Owners and Pilots Association AOPA and utilizes his piloting skills on business trips to meet with clients.