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Planning Team

Todd & Gaines Integrated Wealth Planning partners

Planning Team

Financial planning takes a team of qualified professionals, working together with one goal in mind – making your financial goals a reality. Our team takes this very seriously and we work hard to gain and keep your trust throughout the journey. We are dedicated to ongoing professional and personal development so you, our client, receive the best experience and guidance.
 
Our team was recently selected by Forbes for being one of the “Best-In-State” (KY) Top Financial Security Professionals (Jeff) and Top Next-Gen Wealth Advisors (Brandon).
 
You will be working with a team that is also a member of the Million Dollar Round Table® (Top of the Table®), which represents less than 1% of financial planners worldwide. These professionals have worked to obtain the most respected designations in the financial planning industry:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Master of Science in Financial Services (MSFS)
  • Retirement Income Certified Professional (RICP®)
  • Wealth Management Certified Professional (WMCP®)
  • Chartered Financial Consultant (ChFC®)
  • Juris Doctor (J.D.)
  • Chartered Life Underwriter (CLU®)
  • Accredited Estate Planner® (AEP®)
  • Chartered Advisor in Philanthropy® (CAP®)
  • Chartered Special Needs Consultant® (ChSNC®)
  • Certification for Long-Term Care (CLTC®)

To learn more about our team members, please click on the bios below.

Forbes Best-in-State Top Financial Security Professionals list (July 2023), Research and ranking provided by SHOOK® Research, LLC. Based upon data as of 12/31/2022. Forbes “Top Next-Generation Wealth Advisors” list, (August 2023). Research & ranking developed by SHOOK® Research, LLC. Based upon data as of 3/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.

Jeffrey C. Todd ChFC®, CLU®, RICP®

Partner

Brandon J. Gaines CFP®, MSFS, RICP®, WMCP®, ChFC®

Partner

Ashley N. Smith CFP®

Director of Planning

Madalyn Collins

Director of Insurance Services

Maura S. Boyd J.D.

Director of Investment Services

Samantha Riffe

Director of Operations and Client Service

Peyton Tierney

Associate Financial Advisor

Danielle Gutierrez

Director of Client Relations and Marketing