H. Todd Kephart CFP®

H. Todd Kephart CFP®'s Portrait .(JavaScript must be enabled to view this email address)

Todd Kephart is a Managing Partner in Retirement Income Solutions, Inc. Todd provides financial planning and comprehensive investment advice and management for clients, which includes preparing retirement plans, coordinating account set-up, transfer and implementation for existing and new clients. He develops and implements recommendations regarding investments, seasonal moves and other active trading.

Todd earned a BS in Accounting from Lehigh University and an MBA from the University of Michigan. He worked for 14 years at TIAA-CREF, spending time in Denver, Colorado, Southfield, Michigan, and Ann Arbor. Most recently as a Senior Wealth Management Advisor at TIAA-CREF, Todd provided investment advisory services to high net worth individuals in the Ann Arbor area and university presidents around the Midwest.  In 2005, Todd was among the first group of advisors hired for TIAA-CREF’s Wealth Management Group. Three years later, he was one of five advisors nationwide selected to co-architect the new position of Senior Advisor.

2003, MBA, University of Michigan Ross School of Business
1992, BS, Lehigh University, Accounting
2005, College for Financial Planning, Chartered Retirement Planning Consultant (CRPC)
1999, College for Financial Planning, Certified Financial Planner (CFP®)
1999, College for Financial Planning, Chartered Mutual Fund Counselor (CMFC)
1997-1998, American College, Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU)

1995-2009, TIAA-CREF
1994-1995, American Century
1992-1993, SEI Investments

Community Involvement
• Committee Member of the Ann Arbor Rotary Endowment
• Board Member of the Ann Arbor Rotary Club (2013-2014)
• Board Member of Arbor Hospice (2010-2015)
• Chairman of the Board of the Arbor Hospice Foundation (2013-2014)
• Trustee of Cleary University (2010-2013)
• Board Member, MidWest Financial Credit Union (2005-2010)

Managing your

University TIAA
and Fidelity Accounts

Managing your

IRA, Roth IRA, 401k,
Trust and Taxable Accounts