About My Practice
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.
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.
Offering Advice Since
Areas of Specialty
Comprehensive financial planning
Investment planning and asset management
Long-term and elder care
Budgeting and cash management
Licenses, Certifications, Education, and Affiliations
Insurance Licenses: Life & Health
Security Licenses: Series 65
Education: Bachelor of Science in Business from Widener University
Investment Advisor Registration: SEC
Charges to Clients for Services
Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
My Association with the Office or Firm