Designations and Licenses

Todd holds the Chartered Financial Analyst^® designation.

Experience and Education

Todd provides comprehensive financial advisory services to high-net-worth individuals and their families to help them reach their goals. With more than 20 years in the financial planning and investment management industry, his experience includes financial and estate planning, income tax compliance, cash flow management and contingency planning.

Prior to becoming managing director for the firm, Todd founded Patriot Wealth Management, Inc., in 2004, and Mariner acquired it on Jan. 1, 2019. Prior to that, Todd held the position of vice president and senior financial advisor at Kanaly Trust Company. He began his financial planning and investment career in November 1993 with FCA Corp, a Registered Investment Advisor.

Todd has a bachelor’s degree in marketing and an MBA from the University of Texas. He is a member of the CFA Institute and the Houston Society of Financial Analysts.

Personal Interests

Todd enjoys outdoor activities.