H. Todd Kephart
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Todd Kephart is Vice President and Portfolio Manager. He joined Retirement Income Solutions, Inc. in 2009. Todd provides financial planning and general investment advice to clients. He prepares retirement plans and coordinates account set-up, transfer and implementation for new clients. He coordinates 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.
Education
1992, BS, Lehigh University, Accounting
2003, MBA, University of Michigan Ross School of Business
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)
Experience
1992-1993, SEI Investments
1994-1995, American Century
1995-2009, TIAA-CREF
Community Involvement
• Board Member, MidWest Financial Credit Union (2005-2010)
• Member of Ann Arbor Rotary (2008-Present), Chair of the Food Gatherers Committee and Vice Chair of the Membership Committee
• Vice Chair of the Board of the Arbor Hospice Foundation
• Trustee of Cleary University