Todd Misenheimer
CFP®, CIMA®
Todd is a client facing advisor with over 19 years of industry experience. Todd graduated from the University of North Carolina with a degree in Economics. Todd completed the Executive Program at Duke University and obtained his CERTIFIED FINANCIAL PLANNER(TM) designation in 2004.
In 2005, through the Wharton School of Business, Todd received his Certified Investment Management Analyst designation. In his spare time, Todd enjoys golf, exercising, and spending time with his family.
