About
Todd is dedicated to helping clients build, manage, and preserve wealth through an individualized approach to financial planning. With more than 35 years of experience in financial services, he works closely with individuals, families, business owners, foundations, and trusts to develop strategies aligned with their goals and financial circumstances.
He believes effective wealth management begins with understanding each client’s broader financial picture and building strong relationships to support thoughtful decision-making. Todd focuses on providing attentive service and clear communication, helping clients make informed financial decisions while keeping their long-term objectives in mind.
Outside of work, Todd enjoys spending time with his wife, Kathy, their three children, and their grandchildren. Originally from Cincinnati, he values family, meaningful relationships, and community involvement.
Additional licenses and designations
- CA Insurance License # 0D24202
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation