Team

Meet the FamilyVest Team

Our dedicated team of financial professionals is here to help you build and protect your wealth.

Lead Advisors

Todd Sensing

Todd Sensing

Senior Vice President, Wealth Advisor

CFA® · CFP® · CEPA®

Elliot Klein

Elliot Klein

Wealth Advisor

West Point Graduate · U.S. Army Veteran

Todd Sensing

Senior Vice President, Wealth Advisor · CFA® · CFP® · CEPA®

Todd Sensing - Senior Vice President, Wealth Advisor

With over 25 years of experience in financial planning and portfolio management, Todd’s approach to advising is holistic and personalized. Through thoughtful, deliberate decision-making, he ensures that each client’s unique goals are achieved and circumstances carefully understood, all while delivering top-notch results.

Having served as a banking officer at FHLBank Atlanta and as a portfolio manager of a market-neutral hedge fund, Todd is well-equipped with years of practical experience in risk management to navigate the complexities of the financial markets and provide exceptional financial planning services.

In 2017, he was inspired to launch his RIA, FamilyVest, to help families with unique needs build generational wealth. In 2024, FamilyVest joined Farther, a leading technology-centric wealth management firm – combining existing expertise with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience.

Areas of Expertise

Goal Alignment · Tax Strategies · Asset Allocation · Retirement Planning · Estate Planning

Qualifications

CFP® Practitioner · CFA® Charterholder · Certified Exit Planning Advisor®

Elliot Klein

Wealth Advisor

Elliot Klein - Wealth Advisor

Elliot Klein brings over five years of leadership experience as a U.S. Army Infantry Officer to his role at Farther. He leads marketing and growth for the FamilyVest team while also offering personalized financial services tailored to the unique needs of his clients.

Throughout his service, Elliot worked closely with military and State Department executives, gaining deep expertise in risk management and decision-making under pressure. Today, he applies that experience to support both military retirees and civilian executives in reaching their financial goals.

Elliot is a graduate of the United States Military Academy at West Point, where he earned a Bachelor of Science in Economics with a sub-focus in Nuclear Engineering.

Qualifications

B.S. in Economics, United States Military Academy at West Point · U.S. Army Infantry Officer

Support Team

Crissie Sensing, M.S.

Client Care Specialist

Over two decades of experience in mental health and counseling services. B.A. from Emory University, M.A. from Georgia State University.

Taajaha Taylor

Client Experience Associate

Over 13 years of experience in the financial industry. B.S. in Finance from LeMoyne Owen College. 5 years of trading experience.

 

Work With Our Team

Schedule a complimentary consultation to discuss your financial goals.