Todd is a Managing Partner at Retirement Income Solutions (RIS), where he and his partners lead an advisory team in managing the firm’s $2B assets under management and helping 1,200 families prepare for and financially manage through retirement. Todd joined RIS from TIAA-CREF and he enjoys creating portfolios for clients that allow them to live out their goals. He’s also a big believer in Albert Einstein’s insight that “compound interest is the most powerful force in the universe.”
When he’s not working, Todd enjoys time with family and friends, travelling, reading, and watching the sunset over Lake Michigan. He also regularly gives back to his community, and was awarded the Distinguished Service Award by the Rotary Club of Ann Arbor in 2020. His favorite place in Ann Arbor is the Huron River where he fly-fishes and kayaks with his family
Education
University of Michigan Ross School of Business
MBA
Lehigh University
BS, Accounting
College for Financial Planning
Chartered Retirement Planning Consultant (CRPC)
College for Financial Planning
Chartered Mutual Fund Counselor (CMFC)
College for Financial Planning
Certified Financial Planner (CFP®)
American College
Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU)
Community Involvement
Ann Arbor Rotary
Commitee Chair of the annual Rotary Food Drive to support Food Gatherers
Ann Arbor Rotary Endowment
(2016–present)
Ann Arbor Safe House
Board Secretary (2017–2022)
Ann Arbor Rotary Club
Board Member (2013–2014)
Arbor Hospice
Board Member (2010–2015)
Arbor Hospice Foundation
Chairman of the Board (2013–2014)
Cleary University
Trustee (2010–2013)
MidWest Financial Credit Union
Board Member (2005–2010)
Experience
2009–2012
Senior Vice President and Portfolio Manager
Retirement Income Solutions, Inc.
1995–2009
TIAA-CREF
1994–1995
American Century
1992–1993
SEI Investments