Designations and Licenses

Todd is a Certified Public Accountant.

Experience and Education

Todd has more than 12 years of experience in tax and accounting. As director of tax, he assists clients with tax preparation and filings, tax planning and consulting, as well as a variety of accounting functions.

Prior to joining Mariner Wealth Advisors, he operated his own tax and accounting practice in Cincinnati, Ohio. Prior to that, he was a senior tax manager with Keith & Associates, PLLC.

He has a bachelor’s degree in business administration from The College of Charleston in South Carolina, and an MBA with an accounting concentration from Xavier University’s Williams College of Business.