As the Chief Investment Officer and CIMA®, Todd’s role is to design, execute and monitor discretion-based investment strategies. He helps successful families and business owners make smart decisions with their money. Through a 5-step consultative process that begins with a Discovery Meeting, Todd works with clients to identify where they are, where they want to go and what gaps that need to be filled to get them there. His investment consulting and advice addresses many the top concerns of affluent investors today, including preservation of capital, cash flow maximization and tax mitigation, wealth transfer, liability protection and charitable giving.
Todd adheres to the CFP® professional code of ethics and provides expert planning services.