Todd is passionate about providing clients with sound investment advice that empowers them to make informed decisions for themselves and their families. He emphasizes financial awareness and education, striving to help clients understand complex financial situations today while positioning the next generation to continue their legacy tomorrow. Todd's deep industry knowledge, credentials as a Retirement Income Certified Professional and nearly 20 years of experience combine to give his clients the advantage of working with a seasoned, well-rounded advisor who is agile in a wide range of financial strategies. Todd works with success-oriented individuals and families of all ages and life stages. He values working with multiple generations within families, to help them build, manage, preserve and transfer their wealth. He applies a comprehensive methodology customized to each client that includes everything from retirement planning and investment and portfolio design to legacy planning, insurance reviews and wealth accumulation and distribution strategies. Todd believes in a client-first approach and takes pride in providing responsive, reliable service with a personal touch. Away from the office A Virginia native, Todd grew up in Williamsburg, got both of his degrees at Virginia universities, and has called Richmond home since 2004. He and his wife, Allison, have two young sons. He was a collegiate member of Alpha Kappa Psi business fraternity and today supports nonprofits in his local community. Todd is a sports fan and cheers for JMU and VCU. He enjoys golf, live music, local restaurants and breweries, and spending time outdoors with family and friends.