Todd S. Smith, CFP®, ChFC®, CTM®, CLTC
IFW Certified Financial Professional
Todd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College.
Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations.Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients.
In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, tax-optimized and safe retirement income strategies, and business advisory within a virtual family office ecosystem to maximize the potential of business owners and high net-woth families.
Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son.
Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next trip.
Rees Bridges brings a unique value to the IFW as both a highly accomplished creative professional and a successful financial services executive to serve in his role as Senior VP, Marketing & Communications.
Over the last decade Rees has served as the lead marketing & communications professional for a Fortune 500 Financial Services firm. He oversaw all advisor marketing strategies, client communications, and the entire firms branding and marketing initiatives.
Rees continues to pursue his passions as a creative professional & musician for over 30 years, with an impressive profile and reputation as a designer, performer, teacher, and studio musician. Here is a little secret: He serves in the role as an international clinician for Mapex drums, Paiste Cymbals and held the record for world’s fastest drummer between 2006 and 2007.
Rees grew up in London, England and currently resides in Miami, Florida. When not at work, he enjoys spending time with family and friends, traveling, and indulging in his passions for music and creative pursuits.
