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Meet Our Staff

How We Work

Our staff is committed to creating a comfortable working relationship with all our clients. Please take a moment to read the bios listed below and become familiar with our staff. Each of us perform different roles, yet we are all happy to help in any way we can.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Andrew Todd, CFP®

President

atodd@assetmgtplanning.com

Andrew Todd, president of Asset Management & Planning, is a Certified Financial Planner® with a background in personal financial planning for individuals and their families. Mr. Todd has worked extensively in the areas of financial planning, asset management and daily money management. He specializes in providing individuals and their families with innovative and comprehensive financial solutions.

Born and raised in Columbia, Mr. Todd is a graduate of the University of South Carolina. He began his career with Horizon Investments, LLC in 2000 and went on to form Todd Financial Solutions in 2001. Todd Financial Solutions merged with Asset Management and Planning in 2010. An avid fisherman and photographer, Andrew lives in Forest Acres with his wife, Sarah, and two sons, Sam and Henry.

Larry Miller

lmiller@assetmgtplanning.com

Larry Miller has more than 35 years of experience in the financial services industry. He is the founding partner and vice president of Asset Management & Planning. Prior to founding Asset Management & Planning, Larry was portfolio manager of Asset/Liability for Bankers Trust of South Carolina as well as senior vice president and head of institutional fixed income sales for Wachovia Bank in South Carolina. Larry holds a bachelor of science degree from the University of South Carolina.

Larry and his wife Ann reside in West Columbia, SC where he is an active member of the community. Larry serves as vice chairman of the West Columbia Planning Commission and chairman of the West Columbia Beautification Foundation.

Jennifer Kauffman

jkauffman@assetmgtplanning.com

Jennifer Kauffman joined Asset Management & Planning in January 2013 to open the office in Charlotte, NC. She brings more than eight years of experience in managing investments and client relationships to the team. She started her career with Morgan Stanley in Lancaster, PA, and moved to North Carolina in 2006 where she worked as an investment consultant for TD Ameritrade.

Born and Raised in Bedford County, PA, Mrs. Kauffman is a graduate of the University of Pittsburgh. She lives at Lake Norman with her husband, Fred and son Ethan and enjoys music, yoga, and being on the water.

Sally McFarland

smcfarland@assetmgtplanning.com

Sally McFarland is the director of client operations at Asset Management & Planning. Born and raised in Lexington, SC, Sally currently lives in West Columbia, SC. She is a graduate of Columbia College and has a background in the insurance and mortgage industries. She enjoys painting, music, traveling, and sports.

Christian Tyler

Christian Tyler was born and raised in Columbia, SC. He graduated Cum Laude from the Darla Moore School of Business at the University of South Carolina with a Bachelor of Science in Business Administration. Upon graduating, he worked as a Business Consultant for the Small Business Development Center. He entered the financial advising industry in 2013 and worked for an independent financial advisor as a Registered Representative.

Christian joined Asset Management & Planning in 2018. Currently, he holds a Series 65 and Life, Accident and Health Insurance license. He derives a lot of joy and satisfaction from his job and truly enjoys working with and for clients. He lives in Columbia, SC with his amazing wife and two wonderful kids. He loves spending time with his family, playing guitar, exercising, home renovation projects, and board sports.

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