Designations and Licenses

Todd is a CERTIFIED FINANCIAL PLANNER™ professional, a Retirement Income Certified Professional® and holds life and accident & health insurance licenses in the state of Tennessee.

Experience and Education

Todd provides clients with comprehensive wealth management services to help them achieve their goals and provides integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Todd was a senior private wealth advisor at SageView Advisory Group, where he focused on working with high-net-worth clients seeking comprehensive financial planning. His responsibilities included asset management, retirement income strategies, risk management, and tax and estate planning strategies. Prior to that, he was an investment advisor for First Horizon advising high-net-worth households.

Todd has a bachelor’s degree in economics from the University of Georgia.

Personal Interests

Todd enjoys golf, hiking and snow skiing. He is a college football fan and a passionate follower of the University of Georgia. He volunteers with his local church and has a passion for helping others realize their dreams and potential.