Todd’s practice centers on the planning and benefits needs of business owners, executives, and retirees. He also focuses on the investments and strategies required to help clients navigate into and through retirement. Todd utilizes a unique financial planning process that has been developed over the past 17 years. This comprehensive approach to planning ensures that our clients’ financial matters are coordinated into one cohesive plan of action. This is accomplished by working with existing advisors and ensuring that recommendations are implemented.
After serving as the Membership Co-Director of the Financial Planning Association, he is now the President Elect for 2012. Todd is also a member of the Estate Planning Council and serves as a Coach for Sagemark Consulting Private Wealth Services group. As a professional, he has accepted speaking opportunities at Rutgers University, Saint Johns University, and with the Farleigh Dickinson Football team in Madison, NJ; he has worked as an adjunct professor for CW Post & Farleigh Dickinson University in their CFP® programs.
After graduating from the University of Utah, Todd joined the financial services industry in 1994 with a fee-based financial planning firm in Salt Lake City, Utah. Todd was on Utah’s Division I, WAC Championship Swimming Team for four years as an individual finalist and team leader.