Planning Team

I'm a lifelong residence of Lexington, and I've been with Northwestern Mutual for going on 30 years.  I'm happily married to my lovely wife, Bobbi Jean.  Bobbi is the owner/operator of Walnut Hill Day School.  We have two grown children.  Our son, Christian, lives in California and is a captain in the United States Air Force.  Our baby daughter, Taylor, lives in St. Petersburg, FL and is an Agent Marketing Coordinator with Premier Sotheby’s International Realty.  Hobbies of mine include long distance running, motorcycle riding and RV'ing with my wife and our three rescue dogs. I've been in and out of martial arts since prior to high school and have lately started learning Jiu Jitsu. I am a lifelong member of Southland Christian Church and volunteer as a mentor to 5th graders at a local elementary school. 

Since joining Northwestern Mutual in 1991, a passion of mine has been helping individuals and business owners with their financial planning.  I developed an even stronger passion for the business 10 years ago.  I was training for the Marine Corps Marathon and came down with swine flu, MRSA, rhabdomyolysis, sepsis and pneumonia, all at the exact same time.  I ended up in the hospital/ICU for a month.  When I overheard the infectious disease doctor (who saved my life) say "he's shutting down, and we've done everything we can", my first thought was that I knew my wife and kids would be financially secure, because of the planning I had done.  And this in a strange way gave me peace.  Then once reality set in, I realized that I would not see my kids graduate high school, and I would never get to walk my daughter down the aisle, and this lit a fire underneath me.  Needless to say, after a year and a half recovery, I made it.  This experience only ignited my drive to make sure clients are financially secure.  This earnestness extends to clients nearing retirement and in retirement.

The pictures below are of my family.  My dad, Talbott Todd, was my hero.  He took on ALS with a fierce and non-apologetic fight.  He was raised on a farm and his “never give up attitude” was even more developed when he played football at UK under the Thin Thirty.

I'm also a proud sponsor of

• The ALS Association
• Wounded Warrior Project
• Folds of Honor
• The Foundation for Exceptional Warriors
• Semper Fi Fund
• Fraternal Order of Police
• Feed The Children
• K-LOVE Radio
• St. Jude's Children's Research Hospital

Brandon joined Northwestern Mutual in 2007 as a college intern while attending Western Kentucky University in Bowling Green, KY. He graduated in May of 2008 summa cum laude. Since joining, Brandon has earned a Master of Science in Financial Services (MSFS) from the American College of Financial Services with a concentration in retirement planning. He has received his CERTIFIED FINANCIAL PLANNER™ professional designation from the CFP board, and the following designations from the American College of Financial Services: Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®), Accredited Estate Planner (AEP®), Chartered Advisor in Philanthropy (CAP®), Chartered Special Needs Consultant (ChHSNC®)  and Wealth Management Certified Professional (WMCP®). He is also Certified in Long Term Care (CLTC®) through the Corporation for Long-Term Care Certification, Inc. Brandon's specialties include holistic financial planning around retirement, education, estate & legacy, business, and risk management. His process seeks to first understand the uniqueness of each client situation, and then to analyze, organize, execute, and regularly monitor the progress of the portfolio and overall plan.

He is married to Kathryn, a physical therapist at the University of Kentucky hospital and they have a son, Henry. Brandon enjoys spending time with his family, traveling, playing golf, and playing music with his band, Catfish Alley.

Ashley is originally from Mayfield, KY, and has slowly made her way across the state.  After graduating from Western Kentucky University, she moved to Lexington where she joined Jeff’s team in 2012.  Ashley and her husband, Jonathan, now live in Winchester with their rescue dog, Aria.  In her free time, she enjoys reading and traveling.

Ashley specializes in the planning and investment side of the business.  She is a CERTIFIED FINANCIAL PLANNER ^TM professional and is licensed in life, health and variable insurance.  Additionally, she has her General Securities Registration (Series 7) and Series 66.

Maura helps our clients execute their plan and ensures the process is as simple and easy to understand as possible. Maura coordinates all the administrative aspects of the financial plan including applications, investment rollovers and billing to name a few. She also oversees all scheduling for Brandon’s practice.

A graduate of Notre Dame and Georgetown Law, she gives 100% to our clients and their families. "My education provided me with the ability to adapt and change. To communicate with clients in a manner that is specific to them and to relate to them as people."

Peyton is a life-long Lexingtonian who graduated from Sayre School in 1989. He attended the University of Alabama when he made the decision to pursue his dream of becoming a professional golfer. Peyton turned professional in 1997 and was an active member of the PGA of America for 15+ years. In 2009 he transitioned into the financial industry, where he has been for the past decade.

Peyton has always been a service oriented individual and finds the holistic and in-depth process he and his team offer for their prospects and clients to be extremely beneficial. He loves helping individuals, families and business owners create a solid financial plan, build life-long relationships and become better people in the process. The most rewarding parts of Peyton’s career have been helping clients map out their personal financial plan which establishes a solid foundation, assists them in achieving their goals, and guides them to fulfilling their dreams.

Peyton has been active in the Lexington community through donating his time and resources to organizations such as The Lexington Rescue Mission, Cure KY Kids, Heart To Home, and SAFY. He, his wife Jill and son Chardy are active members of First Presbyterian Church where he currently serves as a Deacon.

In his free time Peyton enjoys being with his family, spending time outdoors, watching Chardy in all his athletic endeavors, playing golf, and walking their pups (Keane, Goldendoodle and Otis, Aussiedoodle). At the end of the day Peyton’s goal is to be a better person than he was the day before.