Todd believes that success comes from thoughtful planning and the need for continuous monitoring to ensure that your financial plan stays on track. His approach begins with the 4 core topics of financial planning: Retirement, Investment, Estate/Legacy and Insurance. Helping his clients gain an understanding of each of these core topics build the foundation for a well-designed plan. Through a team-based approach within Strong Gaddy Lee, Todd provides his clients the insight necessary to make informed decisions valuable to their short term and long-term goals. His background and research driven process has led to an understanding that every investment decision comes from a risk vs reward perspective.
For nearly 20 years, Todd has immersed himself in the financial services industry. Prior to Strong Gaddy Lee Wealth Management, he was a Regional Advisor Consultant with Oppenheimer Funds where he gained continued experience and knowledge of investing in various market cycles. His background also includes experience with Fortune 500 companies such as Invesco Retirement, MONY Securities, and AXA Equitable.
He is a CERTIFIED FINANCIAL PLANNER Professional (CFP®) and he holds Series 6, 63, and 7 FINRA security licenses with LPL in addition to the Life, Health, and Variable Insurance licenses. Todd attended Appalachian State University’s Walker College of Business where he earned a bachelor’s in economics with a minor in International Business. Todd has continued to develop his skills in a changing industry for the benefit of his clients.
Todd grew up in Roswell, GA, but his career path has taken him to Charleston, Asheville, and most recently Denver. He is very excited to bring his experience and knowledge back home to Georgia. Being an avid outdoorsman and passionate about conservation, Todd is a current member of the Chattahoochee Riverkeepers, which protects our rivers and waterways in Georgia. Outside of the office, you will find Todd playing USTA 4.5 tennis, cycling the mountains of North Georgia, golfing, and trail running.
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Securities offered through LPL Financial, member FINRA / SIPC. Advisory services offered through IFG Advisory LLC, a registered investment advisor. IFG Advisory LLC and Strong, Gaddy, Lee Wealth Management Group are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and / or transact securities business with residents of the following states: Georgia.