Todd has been in the financial industry for 30 years and obtained his investments licenses in 1992. He is the founding member of Legacy Wealth Alliance and responsible for the vision, direction, and offerings for our clients. His nickname is the “Professor” as he can takes complicated financial strategies and make them easy to understand with the goal of educating our clients on the options. Todd enjoys training for triathlons having completed multiple Ironman events. He also enjoys reading, skiing, spending time with his family, and recently took up lessons to learn how to play golf. Todd has been married to his best friend, Amy, for over 30 years. Together, they are raising three daughters, McKenzie, Tori, Addyson, and their black lab Molly.
PATTIE GRADL
Pattie has more than 30 years of experience in the financial services marketplace. She joined Legacy Wealth Alliance after 11 years with Sagemark Consulting / Lincoln Financial Advisors in Cleveland, Ohio. Her primary role is managing the operations at Legacy Wealth Alliance. In addition to overseeing the operations of the business, Pattie is solely responsible for managing the internal workflow, caring for our clients, and maintaining vendor relationships.
Pattie has successfully completed the FINRA sponsored Series 7 General Securities Representative examination and holds a Life & Annuities & Health license. Pattie has also earned the designation of a Financial Paraplanner Qualified ProfessionalTM and is a Notary Public. Pattie is an Administrative Representative for Todd Martin, who is a Registered Representative through Osaic Wealth, Inc. Pattie is not registered to sell securities.
Pattie has three adult children. When Pattie is not working, you’ll find her spending time with family and friends. She enjoys hiking, walleye fishing, walking, swimming, reading and going to Broadway musicals and movies.