Business Succession Planning, Business Owner Estate and Retirement Planning, Business Continuity Planning
Todd is a Certified Financial Planner® professional and Certified Exit Planner® who helps individuals, families, and business owners bring clarity and confidence to their financial lives. Having worked in the financial industry for almost 30 years, he takes a holistic approach to every challenge and opportunity.
Todd understands the profound impact that the financial planning process can have on the quality of one’s life, so he thoughtfully addresses business and wealth management issues and carefully considers appropriate solutions.
Todd is a graduate of Pennsylvania State University Smeal College of Business with a Bachelor of Science in finance. He has volunteered with the Tourette Syndrome Association of Greater Washington, D.C., and is currently a board member of the Exit Planning Exchange of Greater Washington, D.C. In his spare time, Todd enjoys cooking, traveling, golfing, and spending time with his son, Ethan, a future physical therapist.
