Todd A. Overbeek, AIFA®, CPFA®, PPC®

Todd A. Overbeek, AIFA®, CPFA®PPC®

Managing Partner


Todd has been securities licensed since 1994 and has grown to focus his practice on the 401(k) / retirement plan marketplace.

 Along with experience, Todd brings an understanding of and appreciation for the fiduciary obligations facing plan sponsors and the positive impact that upholding fiduciary standards has on participant outcomes.

Securities and Advisory Services are offered through LPL Financial, a Registered Investment Adviser, member FINRA /SIPC.