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Todd Financial Associates

We use our extensive expertise and work diligently to thoroughly understand our clients’ needs, so we can provide smart solutions and precise advice while delivering a high level of service and integrity. 

Team intro

We use our extensive expertise and work diligently to thoroughly understand our clients’ needs, so we can provide smart solutions and precise advice while delivering a high level of service and integrity. 

Our Story

At Todd Financial Associates, we work with experienced and inexperienced investors, families, small businesses, retirees and soon- to-be retirees, and people looking to establish a plan for their future. Each client has access to all team members and the expertise each team member provides.

Our team

Al Todd

ChFC®, FIC, CLTC®

Financial Consultant

Heath Kaydo

FIC, RICP®, CLTC®

Associate

Eric Spiker

Financial Associate

Christine Sonson

Associate

Moriah Holden

Practice Support Associate

Alexa Polidora

Marketing Coordinator

John Hill

FIC, CLTC®

Associate

Steven Hill

CLTC®

Director of Financial Planning & Investment Operations

How we work with you

Our approach to guiding you toward financial clarity is shaped by your individual needs.

To best align your plan with what’s important to you, we can help you:  

 

  • Understand your current situation and map out your future priorities.  
  • Set actionable goals based upon your needs, wants and wishes.  
  • Move forward with confidence to get you where you want to go.


About Thrivent

How we’re different

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.

Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.

Strong and stable

We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 100 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2 million clients, as well as the communities in which they live and work.

Office information

Operating hours:

M–F: 9 a.m. to 5 p.m.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/