Todd Powers*, MBA

Financial Advisor

Todd has been a financial advisor since 1992. He helps his clients understand and navigate life's complicated financial decisions including:

• Estate Preservation Planning
• Business Succession Plans
• Risk Management as it relates to Asset Management
• 3 Phases of Financial Life
• Accumulation
• Distribution
• Preservation/Legacy

Todd's knowledge and experience demonstrate the advantages of a comprehensive financial strategy for families and businesses. He takes pride in empowering his clients with the knowledge to make informed decisions about their finances present and future.

Todd graduated from Kapaun Mt. Carmel in 1986 received a B.S. in Business Administration from Friends University in 1991, and an MBA from Friends University in 2000. Todd associated his practice with Strategic Financial Concepts in 2001. In his 33+ years of professional development and advisement as a licensed insurance & Securities Representative, Todd has maintained Annual & Bi-Annual continuing education hours.

Todd is an accessible and trusted resource to his clients. He is a dedicated resource, building relationships that last.

Todd's knowledge and experience demonstrate the advantages of a comprehensive financial strategy for families and businesses. He takes pride in empowering his clients with the knowledge to make informed decisions about their finances present and future.