Todd Ericson, CFP, ChFC, CLU
Todd has more than 30 years in financial services, including more than two decades as a Certified Financial Planner. His broad experience and expertise afford him great insight as he guides clients and the teams that support them. A strong communicator, Todd maintains solid relationships that benefit all.
Before joining Stepp & Rothwell, he held consultative and managerial positions at American Century Investments, Fidelity Investments and State Farm Insurance.