Todd Morris

Todd collaborates with attorneys, CPAs, and real estate professionals* to meet or exceed client expectations.

Originally from Faribault, Minnesota, Todd Morris earned a B.B.A. in Entrepreneurial Studies from the University of New Mexico’s Anderson School of Management. Now residing in Cottage Grove, Minnesota, with his wife, Christina, and daughter, Avrie, Todd enjoys outdoor activities like hunting, fishing, and sports and loves creating new adventures with his family. With over 24 years of experience, Todd is passionate about helping clients reach their financial goals. He values meeting clients from all backgrounds and learning from each interaction.

 Todd focuses on making clients’ money work as efficiently as possible, whether for education funding, tax-efficient investing, or asset protection.

Todd measures his success by the satisfaction and happiness of his clients and is always looking for ways to serve them better. He has built a network of attorneys, CPAs, and real estate professionals to support clients in all areas of their financial lives. Todd believes that excellent customer service is the foundation of his business, working hard to turn clients into loyal advocates. 

*These consulting firms are not endorsed by United Planners Financial Services (UPFS) or affiliated with UPFS. Clients should evaluate the suitability of these services for their own needs.