Todd Hillstead

Biography

Todd is a partner and financial advisor with 25 years of experience in wealth management and financial planning. Throughout his career, he has built a reputation for a client-first approach—taking the time to understand what matters to each family before shaping advice around their goals, responsibilities, and long-term vision. Todd believes strong advisory relationships are built on trust, careful attention, and treating every family with genuine respect and care. He has passed the Series 65 examination, earned his degree from Brigham Young University, and serves clients from Private Advisory's Utah office.