Todd
Long
Here to act in your best interests
About me
I’ve been a financial planner since 2013. I work diligently with my clients to ensure they achieve their financial goals. Having a strong plan in place is essential to helping them reach a successful retirement. In my free time, I love coaching my daughters’ basketball and volleyball teams. I’m also a big sports fan and a decent golfer.
Education
Bachelor of Science, Finance - Southwest Missouri State University
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
