Todd Wilcox
Chief Compliance Officer
“You have brains in your head. You have feet in your shoes. You can steer yourself in any direction you choose.” – Dr. Seuss
As a Chief Compliance Officer, I am committed to ensuring that our organization complies with all relevant laws, regulations, and best practices. I aim to create and maintain an environment where compliance is always top of mind in our everyday activities.
I enjoy spending time with my wife, Lexi, and our two sons, Drew and Noah. The boys keep me busy with sports and other activities. If I am not at one of their events, you can find me golfing, traveling, and finding great places to eat.
Designations & Certifications
Certified Fiduciary and Investment Risk Specialist®
The Certified Fiduciary and Investment Risk Specialist® is a certification for professionals working in Trust Audit, Compliance, and Risk Management activities in the financial services industry.
Chartered Mutual Fund Counselor®
The CMFC® program emphasizes thoroughly evaluating mutual funds and using that information to make appropriate recommendations, which distinguishes it from others in the industry.
Accredited Investment Fiduciary® (AIF®)
Accredited Investment Fiduciary® Designees can demonstrate that they have met educational, competence, conduct, and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients.