Todd Morris

Financial Advisor, Managing Partner

Todd was born and raised in the small town of Faribault, Minnesota. He attended The University of New Mexico where he earned his B.B.A. in Entrepreneurial Studies from the Anderson School of Management. He currently lives in Cottage Grove, Minnesota with his beautiful wife Christina and his amazing daughter Avrie. He enjoys hunting, fishing, playing sports and experiencing new adventures with his family.

For Todd, helping people reach their financial goals has been his passion for over 15 years. Todd’s favorite part about this business is meeting people from different walks of life and learning something new from each of them. Todd works with a range of clientele who all have one thing in common, the desire to make their money work for them in the most efficient way possible. Whether the goal is funding a child’s education, tax –efficient investing, or protecting and preserving assets for years to come, Todd brings value to any situation.

Todd measures his success in this business by the happiness of his clients. He is always looking for better ways to serve them. Todd has aligned himself with attorneys, CPA’s, and real-estate professionals to meet or exceed the demands of his clients. He believes providing outstanding customer service transforms the lifeblood of his business (clients) into raving fans.

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