Todd began his career in the wholesale food distribution industry, spending 20 years at one company earning his way up to Senior Operations Manager. He was instrumental in the growth of the company as it quadrupled in revenue, locations and personnel. Along with his primary responsibility as the Operations Manager he also helped steer the company regarding implementation of the financial, insurance, and employee benefits strategies.
In 1997 the company was sold and Todd decided it was an opportune time to use his knowledge of benefits and investing to help others. He, his wife Nancy and two sons moved to Coral Springs, Florida. Todd successfully completed multiple training programs, then proceeded to build his client base by using a comprehensive approach to financial planning while implementing the appropriate strategies and products that benefitted his clients. After six years of developing his business he was recruited to lend his expertise to a large financial planning firm in Boca Raton, and later to assist and advise other Financial Advisors on proper planning techniques.
Todd’s dedication to his clients is unquestionable. His focus is and has been the most objective and clear advice in order to guide his clients steadily towards their financial objectives.
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