In 2023 Todd celebrated his 25th year in the financial services industry. He believes his strong, long-lasting relationships are built upon integrity, trust, and honesty.
Todd is committed to guiding individuals, families, and business owners through a strategic planning process that entails discovery, design, implementation, and monitoring. This continuous process factors in each client’s unique situation and long-term goals. His areas of specialty include: wealth management, college planning, retirement planning and income planning.
Todd holds a Bachelor of Science Degree in Business Administration, majoring in Finance, from the University of Delaware. Prior to his current role, Todd worked for The Equitable (AXA) and was a financial advisor for Financial Principles, LLC. When he's not working, Todd enjoys spending time with family (which includes his 2 rescue dogs), traveling, and coaching his sons' sports teams.
Todd proudly partners with over 300 clients at Trusted Wealth Financial, LLC and is looking forward to partnering with you.