Todd began his career as a Financial Advisor in 2008 at Wachovia Securities which eventually became Wells Fargo Advisors. He is currently a Director with Premier Coast Advisors, Wells Fargo Advisors Financial Network (WFAFN) and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation. Todd also holds a Bachelor’s Degree in Finance from the University of West Florida. Todd takes a comprehensive approach in providing financial advice for individuals and families. Todd has earned the distinction of Platinum Council* with Wells Fargo Advisors Financial Network from 2018-2022.

Todd is a native of Warwick, Rhode Island. Away from work, Todd likes to stay active both mentally and physically. He enjoys cooking, tennis, golf and travelling with his family. He lives in Panama City Beach with his wife, Kali, and their two children, Loston and Annabelle. He previously served on the investment committee for the University of West Florida Foundation Board, where he provided valuable insight and guidance for the assets within the Foundation. He also served as the Treasurer for the Tau Kappa Epsilon Alumni Association, Tau Psi Chapter at the University of West Florida. In this role, he helped manage the finances for the Alumni Association.

The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

Doug, wife Janae and their two sons, Trace and Tucker, live in Panama City, FL. Doug enjoys spending time with family, fishing, hunting, and golfing in his leisure time.

Doug graduated from Huntingdon College in Montgomery, AL with a BA in Mathematics, with a minor in Political Science. He also was an educator for 14 years, working in different roles as a Math Teacher, Instructional Coach, and Athletics Coach. He worked in both Florida and Alabama as an educator.

Laura started her career as cashier in 1993 at A.G. Edwards & Sons, Inc. which eventually became Wells Fargo Advisors. She is currently a Senior Practice Administrator with Premier Coast Advisors, Wells Fargo Advisors Financial Network (WFAFN). She holds multiple operations certifications and has over 29 years’ experience in the securities industry.

She supports the team by opening and servicing accounts, processing paperwork, and strives to ensure that clients administrative and operational needs are handled promptly and accurately. Laura is committed to maintaining an organized and professional environment to allow Todd to concentrate on his client’s investment planning needs.

Laura is a native of Highland California. Away from work, she likes to garden and cook. She currently resides in Panama City with her son, Wiley.