Todd Rouleau
CFA, CFP®
From my very first experience in the world of investments, I was captivated. My initial desire was to acquire as much knowledge as possible about how markets functioned, and wealth was built. What I found was that the most challenging complexities exist within each of us, our unique situations, and the financial decisions we face throughout our lives.
There’s little more rewarding than designing a plan and finding the solutions along the way to make it successful. I came to Thomas Doll to do planning the right way, with a vast network of knowledge and a fiduciary standard of care.
