Using the proceeds from the sale of a small landscaping business Todd followed the calling of his passion, finance, and launched his practice in 1995. After learning the financial services business from the ground up he reached out to the very people he had worked with before as an entrepreneur: business owners in construction. It was a natural fit. Up and about by 5:00 am on most days, Todd drives his truck to visit clients at construction sites throughout New York and New England by 6:00 am. “I have always been more comfortable in a more casual work environment,” he says. “I’m most in my element when I am meeting with people in the field. This is how my practice has grown—one relationship at a time.”
Over the years Todd has developed a thriving practice helping his clients define and achieve the independence they seek in their lives. Todd understands the needs of the construction industry, and he appreciates a culture that conducts business with an honest handshake.