Todd Mardis

Serving as president of Capital Preservation Services, LLC, Todd Mardis provides coordinated tax and estate planning solutions to clients in Flowood, Mississippi, and beyond. Since establishing his initial Flowood office in 2004, Todd Mardis has expanded the business to include a robust presence in Wisconsin, Indiana, Florida, and Alabama.

Mr. Mardis graduated from Delta State University with a degree in marketing, and excelled at collegiate baseball throughout his time as an undergraduate. He gained early financial experience as a member of the Revere Financial Services team.

With his present firm, Mr. Mardis is focused on meeting the needs of individuals of high net worth, including business owners who face annual federal tax bills in excess of $100,000. His creative strategies are fully aligned with the current tax code and typically enable significant savings. He also seamlessly integrates asset protection pathways within income tax and estate plans.

Emphasizing best accounting practices, Todd Mardis is experienced in utilizing charitable gifts and easements toward tax savings, as well as insurance strategies. His suite of client-focused services extends to developing effective marketing plans for professionals such as physicians and eye doctors.