Todd works in our Individual Services Division as a Financial and Investment Advisor. Todd’s skills as a good listener and communicator allow him to establish long-lasting client relationships that are based on mutual respect, grounded in trust and friendship. His areas of professional competence include investment strategies, asset allocation, insurance and financial planning. With a background in finance, Todd feels his knowledge and experience help his suggest the proper financial programs that each client should implement.
Todd’s personal and hands on approach helps clients to feel at ease and they enjoy working with Todd. His goal is to have a positive impact on his client’s lives.
Todd serves as a Eucharist Minister at St. Isaac Jogues Parish. He is also an active support of the Ulman Cancer Fund for Young Adults. He is married and has two daughters and a son.
Professional Affiliations & Education:
- Certified in Long Term Care
- Master of Business Administration, Concentration in Finance, Sellinger School of Business, Loyola College of Maryland
- Bachelor of Science, Business Administration and Finance, Loyola College of Maryland
- FINRA Series: 6, 7, 63, 65