Designations and Licenses

Ted is a CERTIFIED FINANCIAL PLANNER™ professional, has a Certified Trust and Fiduciary Advisor Certification and holds an insurance license in the state of California.

Experience and Education

Ted provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. He also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.

Prior to joining Mariner, Ted worked as a wealth planning strategist for a Central Valley-based regional financial services firm. In this role, he collaborated with clients to develop comprehensive financial, estate and investment planning solutions to address their asset management and wealth transfer needs. He also was a senior fiduciary advisory specialist at Wells Fargo Private Bank, where he served as a regional point of contact for current and prospective fiduciary client relationships. He has additional experience providing clients with investment solutions, estate planning, business succession, special needs planning, insurance strategy and oil, gas and mineral rights and solutions.

Ted holds a Bachelor of Science degree in secondary education and a Bachelor of Arts degree in political science and history, both from Louisiana State University.

Personal Interests

Away from the office, Ted is an avid gardener, wine education enthusiast, professional pyrotechnician, model railroad enthusiast and a former museum exhibit curator. He previously served as a communications officer and board member for the Stanislaus County Estate Planning Council. He enjoys spending time with his wife at home and during their travels.