As a certified public accountant and financial planner, Todd's extensive and broad knowledge enables him to provide an array of services. From comprehensive or specific need financial planning to accounting & bookkeeping services & tax preparation. He gains particular satisfaction when he is able to help clients achieve their dreams with proper life planning, minimize taxes and organize business and personal financial matters.
Todd's public accounting and taxation experience includes smaller regional CPA firms to large national "big 4" firms such as Ernst & Young LLP. His taxation experience also includes creating tax software for Intuit, the largest personal finance software company. Additionally, he has experience as a licensed series 7 Stock Broker working with Fee Only with Registered Investment Advisory firms. Working with professional money managers has given him additional insight into asset allocation and risk reduction strategies used by some of the top advisors.
Todd has appeared on local TV news programs as a financial expert and is frequently called upon by other professionals for advise on tax and specific need financial planning and analysis.
Licenses & Certifications:
Is your investment advisor / financial planner a CFP® certificant and in good standing?