Co-Founder and Financial Coach
Since entering the financial services industry in 1999, Todd has dedicated himself to helping retirees pursue their future goals. He specializes in investment management, retirement income planning, estate planning, long-term care and tax planning.
Todd started his career at John Hancock Financial Services in McLean, Virginia, helping clients protect themselves against the high cost of long-term care. He then moved to New York Life, where he was trained on portfolio and asset management. From these experiences, Todd created a business philosophy he instills in his clients still today: Keep things simple, protect your income and do not take large drawdowns on your investment dollars.
Todd specializes in investment management, retirement income planning, estate planning, long-term care and tax planning. He received his Bachelor of Science in business from Widener University in Chester, Pennsylvania. Todd is an Investment Adviser Representative, having passed the Series 65 securities exam, and holds his life and health insurance license in Washington, D.C.; Maryland; Virginia; North Carolina; and Florida.
Originally from Montgomery County, Todd grew up in Silver Spring, Maryland. He and his wife, Danielle, live in Adamstown, Maryland, with their three children, Gavin, Landon and Payton, and their dog, Ryleigh. In his spare time, Todd enjoys camping, cooking, fishing, golfing and coaching his sons’ Little League teams.