Todd is a CERTIFIED FINANCIAL PLANNER™ professional. He received his Bachelor of Science from Southern Wesleyan University and received his Master of Business Administration from Clemson University.
A CFP® certification means a financial advisor has met rigorous educational and professional standards. To receive the CFP® certification, an advisor must complete a prescribed course of study and pass a comprehensive exam. The course of study covers topics in insurance planning, investment planning, income tax planning, retirement planning, and estate planning as well as fiduciary responsibility.
Todd strongly believes in giving back to the community. He is a past president and active member of the Mount Holly Rotary Club and a Paul Harris Fellow. Todd is active in various professional and business organizations. He is a member of the Charlotte chapter of the Financial Planning Association, a member and former Director of the Montcross Area Chamber of Commerce. Todd enjoys traveling, walking, hiking, spending time with family and friends, and is actively involved in his local church.
Why a Rhino?
“A rhinoceros charges with singleness of purpose. All energy is directed toward the attainment of one burning desire.” - Rhinoceros Success, by Scott Alexander
I started Rhino Wealth Management to help people pursue their vision of financial success and security. Several years ago, a friend gave me a book titled “Rhinoceros Success: The Secret to Charging Full Speed Toward Every Opportunity.” Inspired by the notion of a rhino’s sense of purpose and ability to tackle issues head-on to achieve success, the rhino became somewhat of a personal mascot.
A member of the team since 2018, Wendi keeps the daily operations of the office running smoothly. In addition to administrative and operational tasks, Wendi helps clients with their individual needs, making them feel welcome and comfortable from the moment they first step into the office. A native of Gaston County, Wendi lives with her husband Mark, and their two sons. An animal lover, she spoils the four-legged members of the family too. Wendi is a supporter and volunteer with the Least of These Carolinas, a foster care support organization. She is active in her church and a member of the choir. Wendi enjoys many hobbies, spending time with family and any chance to get to the beach.