Todd Halterman spent his youth as a firefighter and paramedic and served in the US Navy during Operation Desert Storm and Desert Strike. He knew how to run into burning buildings and save people, but he didn’t know how to protect his own grandmothers from financial risk when their spouses died. “I was totally stunned that the systems that should have been protecting them did nothing of the sort. I
spent the next two years trying to help my grandmothers get their lives back on track.”
What Todd learned would eventually bring him into the business of protecting families – their way of life, their values, and their legacies – so that what happened to his family wouldn’t happen to others. In 2019, Todd chose to step down as the CEO of this top regional financial firm, where he developed award winning wealth management systems that help individual families and the lives they want to live. Todd is a nationally noted financial consultant, speaker, strategic business planner and nonprofit consultant. Todd is now getting back to his hometown roots, so to speak, focusing on teaching, coaching and counseling – including how to “disinherit the IRS” through investment strategies and help families be remembered for their values and their legacies, not just their money. Securities and advisory services are offered through Centaurus Financial, Inc., member FINRA/SIPC, www.finra.org, www.sipc.org, a broker/dealer and registered investment adviser. The representative associated with this site may only discuss/transact
business in the following states: AZ, CA, CO, IA, ID, IL, MT, NM, OR, TX, VA, WA, WI. Todd Halterman and Centaurus Financial, Inc. are not affiliated companies
