Todd Misenheimer
CFP®, CIMA®
With more than 24 years in the financial services industry, Todd serves as a trusted advisor to individuals and families seeking clear, actionable guidance. An alumnus of the University of North Carolina, he holds the CFP® and CIMA® designations, completed the Executive Program at Duke University, and earned his CIMA® through The Wharton School of Business. Todd’s depth of experience and disciplined approach allow him to provide clients with thoughtful, personalized strategies for building and protecting wealth.
Beyond his professional work, Todd enjoys the balance that comes from time on the golf course, visits to the Outer Banks, and making memories with his family. His approachable style and dedication to understanding client priorities have helped him form long-lasting relationships built on trust and results.
