Our Team
The people behind the plan.
We are a small team of fiduciary advisors committed to coordinated, comprehensive financial planning. No sales targets. No product pushing. Just advice aligned to your life.
Todd Sensing
SVP & Founder, 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.
He was inspired to launch FamilyVest to help families with unique needs build generational wealth. His deep understanding and expertise allows him to develop comprehensive plans that mitigate risk and empower clients to make informed choices, providing a stress-free approach to financial planning that offers clients peace of mind.
An Atlanta native, Todd now resides in the beautiful Santa Rosa Beach, FL/30A area. Outside of his professional life, Todd enjoys boating and fishing in the Gulf of Mexico and spending time with his wife and two sons.
CFA Charter
Chartered Financial Analyst
CFP
Certified Financial Planner
Alliance of Comprehensive Planners
Member
Featured interview on special needs financial planning Listen
When not advising: Todd enjoys boating and fishing in the Gulf of Mexico and spending time with his wife and two sons.
Elliot Klein
Associate Wealth Manager
Elliot Klein brings over five years of leadership experience as a U.S. Army Infantry Officer to his role at FamilyVest. He leads marketing and growth at FamilyVest 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. He lives in Valparaiso, Florida with his wife and enjoys spending his free time golfing, playing tennis, and traveling with family.
West Point Graduate
B.S. Economics, Nuclear Engineering
U.S. Army Infantry Officer
5+ years leadership experience
Fee-Only Fiduciary
Always works in your best interest
When not advising: Elliot enjoys golfing, playing tennis, and traveling with his wife.
Support Team
The people who keep it running.
CS
Crissie Sensing
Client Service Associate
SH
Symphony Harding
Client Service Associate
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Coming Soon
Client Service Associate
Ready to talk?
One conversation. No obligation.
We would rather spend the time understanding your family than selling you something. If we are the right fit, you will know. If we are not, we will tell you.