Todd Salzman

Financial advising runs in Todd’s family. His father and brother are both advisors, and it has been a passion of his from a young age. Todd's goal as your financial partner is to build a holistic plan that can help you achieve your desired financial future.

“Everyone has goals and the need for a financial plan, regardless of where they are in their stage of life.”

Through his experience, it is important to identify your goals and determine any gaps we need to fill in to achieve them. Todd looks at your plan from a long-term perspective and will help you determine how to maneuver through life stages to get where you want to go. Whether it is education savings, retirement planning, assessing your current portfolio, determining life insurance needs, or distributions during retirement, he is here to help.

Todd graduated from the University of Kansas School of Business with an emphasis in finance and an MBA from the UMKC Henry W. Bloch School of Management. He is a lifelong Kansas City resident, currently living in Olathe with his wife and three children. In their free time, they enjoy going to the Lake of the Ozarks and spending time outside. They are active in their Church and enjoy all things Kansas City, including the Chiefs and the Royals.

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