Todd Wilson has over 20 years of financial management experience. He spent 9 years managing investments for a private corporation before coming to DR Summit Wealth Management. He believes that extensive communication and strict discipline are paramount for an effective money management strategy. He balances clients' risk tolerance with appropriate investments, and uses his considerable experience in analyzing interest rate fluctuations and trends to help clients invest with the economic cycle to obtain unparalleled tax-efficient returns.
Licenses - Series 66 Uniform Combined State Law Exam, Series 7 General Uniform Securities Representative, California Insurance License #OH96710
Education - Todd graduated in 1989 from McPherson College, McPherson, Kansas, with a Bachelor of Science in Business Finance