Todd's experience in the financial services industry spans almost three decades, beginning at Paine Webber, which later became UBS.

His business model is built around getting to know you personally. Todd wants to know about your life, your family, your interests, what you dream about and what keeps you up at night. By learning about the lifestyle you desire, his investment plan becomes a reflection of who you are.

Todd lives in Southport, CT, with his wife, Stephanie, and their three boys. In his free time he enjoys kiteboarding, snowboarding and mountain biking. He also cannot pass up a visit to the flea market. Todd's passion is helping people simplify their lives, and he is also a licensed health counselor with the American Association of Drugless Practitioners.