Todd is a Senior Financial Advisor with Upstream Investment Partners, LLC with 27 years of experience assisting clients in pre and post retirement planning and management, financial planning and risk management. He has experience in establishing and managing employer sponsored retirement plans including 401K, 403B, Simple IRA’s, SEP’s, and Keoghs. Todd believes in providing objective financial advice and education delivery to his clients.
Todd grew up in Bay City Michigan where he was involved in youth and High School Sports. Sports are a hobby that he continues to participate including running, biking, hockey, and coaching. After graduation from college in 1990, Todd took his first job with Household Finance. In 1991, he changed his career path to follow his passion for financial planning and accepted a job opportunity with Prudential, relocating to Ann Arbor. He currently resides in Saline, Michigan with his wife, Marti, and two sons, Grant and Blake.
Education/Licenses:
Todd graduated from Saginaw Valley State University in 1990 with a degree in Finance. He currently holds the Series 7, 22, 62, 63 and 65 licenses. He is also licensed and qualified in Accident and Health, Life Insurance through the State of Michigan. He earned his AIF® designation in October 2014.