Todd Gentry, CFP®

Todd Gentry, CFP®

Managing Partner & CEO

As a Certified Financial Planner™, Todd Gentry brings a creative and sophisticated perspective to the world of investing. Having started his career as a special needs planner, Todd developed a keen awareness of industry development and market trends that ultimately led him to the MetLife Bank team. Through his experiences at the firm, he was able to establish a company that focused exclusively on the needs of clients. As an independent advisor, Todd has the opportunity to work closely with individuals and businesses and help guide them towards their goals. Through an emphasis on client education and a strong eye towards technology, Todd and PlaniFy Wellness are truly on the cutting edge of developments within the financial world.

A graduate of Missouri State University (now Missouri State), Todd earned his Bachelors of Science in Finance and was the first person in his family to graduate with a college degree. He went on to attend the American College of Financial Services where he earned his Certified Financial Planner CFP® and Chartered Financial Consultant (ChFC®) designations. Along with his Certified Long-Term Care (CLTC) and life and health licenses, Todd also has his FINRA Series 6, 7 & 63 designations. Outside of the office, Todd enjoys spending time with his daughters, Tammy, Reese and Ava.