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.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
