Todd Kitzens

Todd brings a relationship-first mindset to wealth advising, helping clients navigate their financial lives with clarity, purpose, and personalized strategy. He combines deep listening with thoughtful planning to support individuals and families in making financial decisions that align with their goals and values.

Before transitioning to financial advising, Todd spent nearly a decade in the Automotive and Powersports industries, where he built a foundation in brand strategy, storytelling, and client engagement. He earned his degree from the University of Arizona’s Eller College of Management and made the shift to wealth management to pursue more meaningful, lasting impact through one-on-one relationships.

Originally from Newport Beach, California, Todd now lives in Dallas, Texas. Outside of work, he enjoys time on the lake, playing golf, and making the most of the outdoors with friends and family.