Todd Reed, CPA/PFS, CFP®
Registered Rep / Vice President
Todd Reed, Registered Rep and Vice President, is responsible for overall financial services delivery at Bottom Line Services. He leads his team in serving clients by taking a comprehensive approach that recognizes minimizing taxes has a substantial impact on helping clients reach their goals. In addition, educating clients is central to his team’s service delivery and helps instill confidence in the decisions his clients make.
Prior to joining Bottom Line Services in 1999, Todd worked at an international accounting and consulting firm serving clients primarily in the manufacturing and financial services industries.
Since joining Bottom Line Services, Todd has developed nationally recognized knowledge in financial services. He served as chairman for the Christian Church Foundation which manages over $900 million for stakeholders and helps them reach their goals by moving resources to desired missions. Additionally, Todd served the national CFP Board (serving Certified Financial Planner professionals) through an ad hoc committee reviewing material for the CFP exam as well as assisting in developing professional standards for CFP® practitioners.
Todd is a graduate of the University of Kentucky and is active in many professional and charitable organizations.