Todd re-joined Henderson Financial Group, Inc., in January 2009 to assist in the firm’s effort to maintain the high standards of care, while preparing HFG to be in a position to serve more families, professionals and businesses that seek their services. As Managing Director, he is responsible for the day-to-day operational and client care activities. A CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant®, he previously worked as Vice-President for HFG from 1995 to 1999.
Over 25 years of experience in wealth management and financial services assists him in focusing the firm’s talented team members on constantly improving the HFG client experience. Working closely with the President/Chief Executive Officer, Todd is responsible for optimization of firm revenue and growth; expense, cost and margin control; and annual financial goal management. He is responsible for leading and managing a wide array of technical services and client centered programs. On an ongoing basis, he reviews the operational services offered and develops new programs as needs emerge. Additionally, he assists firm leadership in planning, organizing and implementing top down firm initiatives.
Previously serving as an Officer with a privately held nationally chartered boutique Trust and Investment Management firm, he fulfilled the fiduciary duty to trust beneficiaries and private investors alike. The role also served as custodian, agent and trustee for private investors, Estates, Irrevocable Life Insurance Trusts, Rabbi Trusts, Employee Stock, Ownership Plans, 401(k)’s, Defined Benefit Plans and Defined Contribution Plans. He authorized expenditures and deposits into accounts and filed various federal and state tax returns regarding trusts and ERISA qualified plans. Todd also directed the firm’s efforts in providing Legal, Accounting and CFP continuing education credits to area Attorneys, Certified Public Account- ants and Certified Financial Planners.
Professionally, he is a member of the Estate Planning Council of Middle Tennessee, the Financial Planning Association of Middle Tennessee and the Nashville Chapter of the National Association for Insurance and Financial Advisors. Todd is a graduate of Austin Peay State University; Cannon Financial Institute and The College for Financial Planning and attended The Nashville School of Law. Todd is also a professional speaker, speaking on topics of Financial Service Practice Management. He has spoken at industry national conferences in Miami, Boston and Washington, D.C.
Todd and his wife, Linette, are happily married with two sons, Andy and Bradley. They are active members in their church and enjoy family time, fine dining, traveling, golf, lacrosse and spending time outdoors. They reside in Williamson County.