Todd Warburton
Todd began working in the financial services industry in 1989 as an advisor to trust and investment clients in the banking industry. Focusing on retirement and estate planning, he specializes in Asset Allocation strategies and Tax-Favored investing.
Todd's unique qualifications include the designation of Certified Investment Management Analyst (CIMA) offered by the Wharton School of Business at the University of Pennsylvania. He is an active member of the Investment Management Consultants Association. Todd graduated cum laude from Regis University with a bachelors degree in business administration.
Todd and his wife Christine have three boys and are active in the community. Todd has served on several boards of local non-profit and service organizations. He is actively involved in the Boy Scouts of America and in coaching youth football.