Todd Turcotte

Todd Turcotte

Partner, Wealth Advisor

Todd entered the financial services industry in 1993 with MetLife in Marquette, Michigan. In 1995, Todd was promoted to Advanced Markets Specialist in charge of training agents in Business and Estate Tax Planning. In July of 1998, MetLife transferred Todd to Iowa as a Advanced Market Specialist for the entire state of Iowa, southern Wisconsin, and northern Illinois.

Todd left MetLife in November 2002 to join New York Life. He entered into a partnership with Richard D. Bond, Jr. with a practice primarily focusing on Business & Estate Tax Planning and Asset Management for high net worth, highly compensated professionals and business owners.

Todd’s years with MetLife and New York Life were successful and productive years, which brought a multitude of company awards. He qualified yearly for membership in the Million Dollar Round Table (MDRT) and during those years earned his LUTCF designation.

Current Professional memberships include:

  • The National Association of Insurance and Financial Advisors
  • The Million Dollar Round Table

Todd lives in Cedar Falls, Iowa with his wife Kara, and their four children. Presently, Todd is active in youth sports including coaching baseball, football and basketball.

Phone 319-268-1010