“I am honored to help very successful individuals and families live their own personal life of abundance. Helping them determine what is most important and then aligning their wealth to help achieve the objective is both challenging and rewarding. The most fulfilling way that I can serve my clients is by building not only a professional but also a deep personal relationship. I enjoy getting to know about their personal lives and seeing how the work we accomplish together positively impacts our clients, their loved ones and their communities.”

Todd joined the Gilbert & Cook family in June of 2023. As an Advisor, Todd supports his clients and their families by helping them meet their financial goals. Prior to joining the Gilbert & Cook, Todd was an established Financial Advisor in the Cedar Falls & Waterloo area. Todd is both a Chartered Financial Analyst (CFA Charterholder) and Certified Financial Planner (CFP® Professional).

Todd received his Bachelor's Degree in Finance and Real Estate from the University of Northern Iowa.

Active in his community, Todd is a member of the CFA Society of Iowa and current board chair of the Community Foundation of Northeast Iowa. He is a current board member of the LORAL Trust and past foundation chair of the Rotary club of the Cedar Valley.

Todd and his wife Nicole live in Cedar Falls with their daughter Florence and son Graham. Together they enjoy traveling, attending concerts, reading non-fiction and grilling/smoking on their Big Green Egg.

Presentations & Publications:

  • Challenges and Opportunities for Wealth Planning in 2021 (Presented to the Community Foundation of Northeast Iowa's Professional Education Series)

  • Election Season Turbulence: Investing During a Presidential Election (2020)

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark and the CERTIFIED FINANCIAL PLANNER™ certification mark logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.