H. Todd Kephart CFP®

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

Todd Kephart is Managing Partner at Retirement Income Solutions. Todd is one of eight advisors that provides financial planning and retirement analysis for over 1,200 clients representing $1.7 billion under management.

He joined the firm in 2009 after 14 years as a TIAA-CREF Senior Wealth Management Advisor. In 2012, he became a Retirement Income Solutions managing partner.

His financial philosophy is based on Albert Einstein’s insight: “Compound interest is the most powerful force in the universe.”

Todd earned a BS in accounting from Lehigh University in 1992 and an MBA from the University of Michigan in 2003. He has provided investment advice and client-support services for more than 24 years.

Community Involvement
Board Secretary, Ann Arbor Safe House (2017–present)
Commitee Chair of the annual Rotary Food Drive to support Food Gatherers, Ann Arbor Rotary Endowment (2016–present)
Board Member, Ann Arbor Rotary Club (2013–2014)
Board Member, 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)

Education
MBA, University of Michigan Ross School of Business
BS, Accounting, Lehigh University
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)

Experience
Senior Vice President and Portfolio Manager, Retirement Income Solutions, Inc. (2009–2012)
TIAA-CREF (1995–2009)
American Century (1994–1995)
SEI Investments (1992–1993)

Managing your

University TIAA
and Fidelity Accounts

Managing your

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