November Virtual Coffee Chat

Todd began his career in the late 1990's working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique investment firms, as well as larger financial corporations. Since 2010 he has focused on working with CPAs, helping them offer more proactive and holistic planning to their clients. Todd enjoys empowering small business owners and families to design creative wealth creation and preservation strategies in concert with strong CPA partnerships. He currently resides in Colorado Springs with his wife and son. Outside of work, he is an hiker, runner, and occasional hockey player.