Todd Harris manages the firm’s Executive Benefits and Estate Planning Practice. His responsibilities include face-to-face meetings with clients and their advisors to assess planning needs and objectives, analyzing supplied data and developing strategies for plan implementation through client-selected practitioners.
With more than a decade of high-end financial and estate planning experience, Todd has worked with some of the nation’s top estate attorneys in the refinement of planning concepts that utilize newly created entity structures, specialized trusts, premium finance, captives, insurance and annuities from domestic and international sources. With the ability to cover the simple to the complex and to explain the complex simply, Todd has been recognized for his ability to add a creative “edge” to traditional planning techniques and to innovative applications, such as AssetMax and Life Arbitrage strategies. His planning concentration has been with clients in Texas, Florida, Colorado, and California.
Todd earned a Bachelor of Science degree from Texas A&M University in 1988 and a Master of Business Administration from Harvard Business School in 1997. He currently holds FINRA Series 7 and 66 licenses. Todd is an active member of the Harvard Business School Alumni Club of Houston as well as the Braeburn Country Club. He is a volunteer for the Cub Scouts and various youth sports organizations. In his spare time, he enjoys playing golf and bird hunting.