Jeffrey C. Todd, ChFC®, CLU®, RICP®

Wealth Management Advisor

My Team

My team plays an extremely important role in the planning process. We are a group of uniquely qualified individuals who engage our clients through professional intimacy, building deep and meaningful relationships. In short, your dreams and your values are in our capable hands.

We are your team.
 
 

 
Ashley N Smith

Ashley N Smith

Director of Planning
Office 859-899-0420

Ashley is a graduate of Western Kentucky University with a Bachelor of Science in Biology and minors in Mathematics and Business Administration. She  has been working in the insurance industry since January 2012 and joined Jeff's team in November of 2012.  She is licensed in life, health and variable insurance.  Additionally, she has her General Securities License (Series 7) and Series 66.  

In her free time, Ashley enjoys reading, cheering on the University of Kentucky Wildcats and being outside with her husband, Jonathan, and rescue dog, Aria.  

How can Ashley serve you?

  •  Schedule one-on-one meetings
  •  Open and service investment accounts
  •  Update banking, beneficiary and address information on investments
  •  Coordinate IRA rollovers and account transfers
  •  Prepare and process annuity applications
  •  Coordinate 401(k) enrollments and meetings
  •  Holistic planning analysis
  •  Organize speaking engagements
 
Veronica L Feth

Veronica L Feth

Assistant
Office 859-899-0410

Veronica is a graduate of Transylvania University with a Bachelor of Arts in Studio Arts with a focus in Graphics and Printmaking and a minor in Art History.  She has been working in the insurance industry since December 2018 when she joined Jeff's team.

 

In her free time, Veronica enjoys drawing, hiking, yoga and riding her horse, Trav.

 

How can Veronica serve you?

  •  Assist with insurance policies
  •  Prepare and process insurance applications
  •  Schedule insurance medical exams
  •  Provide billing information
  •  Update banking and beneficiary information on insurance
  •  Facilitate premium payments and policy loans
  •  Prepare illustrations and client reports
 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck