Todd Frederick

I began my financial planning career with Fidelity Investments in Dallas almost 30 years ago.  In 2023, I decided to launch Stonecreek Private Wealth so I could independently offer objective guidance to clients. I help families and individuals with their financial planning needs which include investment management, risk management, tax and estate planning strategies.  My goal has always been to build strong client relationships through trust, communication and sound advice.  As a Certified Financial Planner and fiduciary, I strongly believe that any investment begins knowing my clients and creating  a plan that is customized to their situation.

I have been married for 25 years to my wife, Emily.  We have two children George (21) and Alex (19).  We enjoy spending time in Colorado mountains or on the beach in Florida.  We love getting outdoors whether we’re relaxing on a patio, hiking or playing golf.