Todd H Green, President, CFP®
Todd began his career in the financial services industry upon completion of a Bachelor of Science Business Administration in Real Estate Finance from the University of Arkansas' Walton School of Business. His initial experience came as an employee of HD Vest Investment Services (SM), an Irving based broker-dealer, which focuses on the needs of tax professionals and their clients.
From 1999 until 2002, Todd gained valuable expertise in the various areas of financial planning in addition to earning numerous securities licenses, a life and health insurance license, and the Certified Financial Planner® designation. Todd founded Perennial Financial Solutions, Inc. in 2002, and currently serves as President. Perennial Financial is a comprehensive financial services firm focused on helping individuals, families and small businesses in the attainment of their financial goals. Todd has extensive experience working with tax professionals such as Certified Public Accountants and Enrolled Agents in order to provide solutions for their client's needs. Todd has been honored by being named to the list of "America's Best Financial Planners" by the Consumers' Research Council of America as well as being recognized in Texas Monthly magazine as a FIVE STAR: Best in Client Satisfaction Wealth Manager(SM) from 2009-present. He has also served as both President and Vice-President of the Dallas Chapter of the Arkansas Alumni Association, an organization with more than 1000 members, and is actively involved in the community.
Todd, his wife Rosanne and their two sons currently reside in Athens, Texas after having lived in the Dallas area for nearly twenty years.
Email Todd at Todd@PFS-INC.biz.