J. Todd Mardis
In 2004, Todd formed Capital Preservation Services in Flowood, Ms. Capital Preservation Services has since grown into a financial firm with multiple locations in Mississippi, Colorado, New Jersey, Utah, and Alabama with over 10 advisors. The firm places a high degree of focus on “advanced income tax planning” for clients paying in excess of 100K in Federal Income Taxes.
Capital Preservation Services offers tax planning through relationships and strategic partnerships with Tax Attorneys and CPA’s who specialize in the “lost art” of tax planning. The firm also provides advanced Business Continuation, Wealth Accumulation and Asset Protection Planning for their clientele.
J. Todd Mardis graduated from Delta State University in 1993. He was a member of the Delta State Baseball team and graduated with a Bachelor of Science Degree in Marketing. He began his career in the Financial Services Industry in 1994 with Revere Financial Services. Revere Financial Services was a firm that specialized in Disability Planning, Life Insurance and Retirement Planning for Physicians on a National basis. In addition he held the position of Agency Sales Manager with Mass Mutual Financial Services until 2004.
Todd has been married for 24 years to his wife Kim, and they have four children. Madelyne 22, Logan 18, Jackson 13 and Mack age 8.