Todd Harper is committed to delivering a tailored wealth management experience with consistency and expertise. As a CERTIFIED FINANCIAL PLANNER™ Professional and holder of Series 7 & 66 licenses with LPL Financial, along with a Life, Health, and Variable Annuity License, Todd brings a wealth of knowledge to the table.

Before becoming a financial advisor in 2003, Todd spent a decade in sales and managerial roles in telecommunications. His disciplined approach focuses on deeply understanding each client’s unique situation and goals. Todd builds strong relationships with individuals, executives, business owners, non-profit organizations, and estates, providing strategies for financial and investment planning, cash management, wealth preservation, and estate planning.

Todd earned his Bachelor’s degree in Finance and Marketing from Radford University in Virginia. He is dedicated to his community, consistently volunteering at his church alongside his wife, Amber. Todd and Amber are blessed with three daughters and two grandchildren. In his spare time, Todd enjoys hiking, kayaking, and freshwater fishing.

Associations and Memberships

• Business Networking International (BNI) - Member

• Canopy Roads Baptist Church - Member

Education