A lot of financial planning today has become generic and commoditized, but Todd Volkman has never been one to do things the "typical" way. Entrepreneurship and hard work have always made sense to Todd – and that drive led him to create a financial planning firm that does things a little differently.
Todd has always been one to dream big, for himself and others. He's dedicated his life to helping people imagine and create for themselves that goes beyond typical. He's also made it his mission to help clients make smart decisions for their future by providing honest, thoughtful advice and service that always exceeds expectations.
Todd brings a wealth of experience gained the last 30 years working for industry leaders like Wells Fargo, Bank of America, Dreyfus, Van Kampen Investment and JW Seligman. Working alongside money managers at those firms has helped Todd to bring valuable knowledge and expertise to his clients. He has experienced significant market downturns, recently in 2001 and 2008, which many younger investment professionals in the business were too young to have experienced. He has had success in coaching clients through market corrections, and prudently guiding them through bull markets.
While Todd enjoys teaching people about the process of saving, growing and passing money on to future generations, his favorite part is getting to know the clients. “There is so much to be learned through listening to others,” Todd said. “We have a unique opportunity to hear stories of success, adventure, love and grief. It is an honor to me that our clients open up that part of their lives to us.”
Family means everything to Todd. He credits his hard work ethic and positive life outlook to his parents who taught him valuable lessons about being a great husband, dad and leader. He spends most of his time outside of work with his wife Krista and son Connor, and he loves nothing more than traveling with his family.