Todd Reed is responsible for leading the financial services practice. With over 30 years of experience, Todd delivers comprehensive retirement and estate planning that integrates income tax reduction strategies with holistic estate planning solutions. He is passionate about helping clients align their wealth with their values, ensuring their financial decisions support long-term security, tax efficiency, and legacy goals.
Todd leads his team in serving clients by taking a comprehensive, personalized approach, recognizing that minimizing taxes can have a substantial impact on helping clients achieve their retirement and wealth transfer objectives. Educating clients is central to his service philosophy, instilling confidence in the decisions they make today to secure their financial future.
Since joining Bottom Line Services in 1999, Todd has developed nationally recognized expertise in financial services, with a special emphasis on retirement planning, income tax mitigation, and estate planning. His leadership extends beyond the firm. Todd served as Chairman of the Christian Church Foundation. He has also contributed to the financial planning profession as a member of an ad hoc committee of the CFP Board, assisting in the review of exam content and the development of professional standards for CFP® practitioners.
Prior to joining Bottom Line Services, Todd worked at an international accounting and consulting firm, serving clients primarily in the manufacturing and financial services industries.
Todd is a graduate of the University of Kentucky and remains active in numerous professional and charitable organizations.