Todd Rustman

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Todd Rustman is a CFA® (Chartered Financial Analyst), CFP® (Certified Financial Planner), CLU® (Chartered Life Underwriter), and EA (Enrolled Agent). He believes wholeheartedly in Jackie Robinson’s famous words: “Life is not a spectator sport.”

His success comes from combining quantitative data and analytics with strong Midwest roots, simplifying complex and confusing financial constructs for his clients and families—and reverse engineering their unique needs for personal happiness and fulfillment. When he isn’t inspiring others—or, even better, being inspired by them—he enjoys spending time with his wife, Sherry, and children, Sierra and Cayden, in the family’s home in Nellie Gail Ranch.

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