Todd M. Kross
“My clients never the leave the office without fully understanding the investment plan we put together,” says Todd.
While Todd’s profession is that of a Financial Advisor, he also considers himself an educator.
He believes knowledge and constant learning are important aspects of preparing for a successful financial future. Todd wants all clients to have the opportunity to understand the “why” behind the strategies recommended to meet their goals. Long-term wealth accumulation is also his area of expertise.
Todd strives to instill confidence in his clients so that they know they are working with a professional who truly cares about their best interest. He does this by establishing a relationship with each client based on honesty and reliability.
Todd is licensed to sell life and annuities in seven states and holds Series 6, 63, 65 and 7 licenses. In his free time, Todd enjoys spending time with his family, camping, boating and riding his motorcycle.