Financial Advisor Retirement Planning

Our Mission and About Us

Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service.  We accomplish this mission by offering holistic, financial planning and comprehensive advisory services to help clients prioritize and attain their life goals.* 

We are committed to using our shared principles to help create and strategically position you towards a future of financial freedom.

Todd began his career in the financial services industry over 20 years ago.  In February of 2017 he moved to World Capital Brokerage after 19 plus years at Citigroup, Smith Barney, Morgan Stanley and LPL Financial.  As a Financial Advisor Todd has clients worldwide and has focused his investment management consulting practice to, non-profit/endowments, high net worth individuals, and local businesses.  He holds a BS in business administration and devotes 30 days a year for professional development and training.  He also has completed graduate study at Benedictine University in Lisle Il. with an MBA in Finance and Accounting 4.0 GPA, and Boston University Graduate School of Business, Certified Financial Planner CFP course.    

Todd holds the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania. As a active member of the community he has served in different capacities to local nonprofit organizations. 

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