Provided below is a list of all Todd Organization Consultants listed alphabetically by last name. To find a specific Consultant by state or name, please use the "Find a Consultant" search feature to the column to the right.
Fairfield, NJ
Laurence Celniker| Consultant |
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| phone: (973) 575-4180 celnikerl@toddorg.com |
100 Passaic Avenue, Suite 300 Fairfield, NJ 07004 |
Larry joined The Todd Organization in Fairfield, New Jersey as an Executive Benefits Consultant in 1998 after spending 14 years establishing a successful financial planning practice. He is a 1985 Graduate from the University of Richmond where he earned a Bachelor of Science in Business Administration from the E. Claiborne Robbins School of Business. Larry is also a Chartered Financial Consultant (ChFC).
Cos Cob, CT
Robert Davis| Consultant |
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| phone: (203) 909-6533 davisr@toddorg.com |
10 Mill Pond Court Cos Cob, CT 06807 |
For the past 40 years, Bob has helped his clients meet their needs. As a member of The Todd Organization he works with companies of all sizes in the development of their executive benefit plans. Bob earned his bachelor’s degree in economics from Bucknell University. He also holds the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). Bob lives in Greenwich CT with his wife Amanda where they are actively involved in the non-profit community.
St. Louis, MO
Paul Flotken| Consultant |
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| phone: (314) 621-1162 flotkenp@toddorg.com |
701 Market Street, Suite 100 St Louis, MO 63101 |
Paul began his insurance career in 1978. A Chartered Life Underwriter (CLU), Paul currently serves on broker advisory committees of several major insurance carriers. He is a member of the Association of Health Insurance Agents and the Association of Advanced Life Underwriters. A Western Michigan University graduate, Paul has been quoted as an employee benefits expert in publications such as Money Magazine, The St. Louis Business Journal, and The St. Louis Post-Dispatch and Commerce Magazine.
Denver, CO
Graham Gerlach| Consultant |
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| phone: (303) 512-2151 gerlachg@toddorg.com |
1873 S. Bellaire Street, Suite 1700 Denver, CO 80222 |
Graham C. Gerlach specializes in tax-advantaged retirement and estate planning strategies for executives. For over 10 years, Graham has built his practice working with professionals in asset management, corporate finance and investment banking. Through the Todd Organization, he helps companies of all sizes implement executive compensation plans designed to attract and retain top talent. Graham is an active member of AALU, a Top of the Table member of The Million Dollar Roundtable and a consistent recipient of the highly coveted National Quality Award. Graham received his BA degrees in Psychology and Religion from Denison University and lives in Denver, Colorado.
Belleville, IL
Roger Lowery| Consultant |
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| phone: (618) 277-3200 loweryr@toddorg.com |
2810 Frank Scott Pkwy West, Suite 804 Belleville, IL 62223 |
Roger has more than 40 years experience in the insurance industry. He specializes in estate and retirement planning, helping his clients achieve their financial security needs. He works in the business market designing and implementing plans that are customized to align with the business strategies and values of his clients. Roger graduated with a B.S. from the University of Missouri, Columbia. He holds the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). He sits on the board of many local organizations and is a highly respected member of his community. He resides in Belleville, Illinois, with his wife, Elaine, and enjoys college sports, golf and reading.
Overland Park, KS
Jim North| Consultant |
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| phone: (913) 676-8074 northj@toddorg.com |
9225 Indian Creek Pkwy, Suite 900 Corporate Woods, Building 32 Overland Park, KS 66210 |
Jim North, Jr. assists companies in designing, implementing and administering executive benefit plans. In consort with corporate leadership, Jim develops strategies to recruit, retain and reward senior management. These plans accrete shareholder value by incenting key executives. Jim employs a holistic approach which compliments existing compensation programs, qualified plans, equity incentives and employment contracts. Jim enjoys more than 20 years of experience in financial services; holds four securities licenses (Series 6, 63, 65 & 7); is a Chartered Financial Consultant and a Chartered Life Underwriter; and earned a degree in Economics.