Todd started his career in 2012 working as a Financial Advisor at a boutique, independent RIA firm in Chicago that specializes in comprehensive financial planning. In 2014, he was promoted to a District Manager role based on his demonstrated leadership along with his successful sales process. In 2017, Todd began working at JP Morgan Chase as a Senior Investment Professional. He joined the RetireOne team in October 2020. Throughout his career, Todd has developed a diverse set of skills as well as a solid understanding of financial markets and investment strategies. He holds Illinois insurance license #16615820.
Todd currently lives with his wife in the Chicagoland area, and enjoys spending time with his family and friends. He likes to stay active by playing golf and running half marathons, and is also an avid chess player.
Todd is Series 7, 63, and 65 licensed, and also holds his life and health state insurance licenses. Todd obtained the Accredited Wealth Management Advisor (AWMA®) designation in 2013 as a means to expand his capacity and knowledge in investment management. Todd is a graduate of Illinois State University where he received majors in both finance and accounting, along with a minor in economics. He was also a member of the Illinois State University Football Team.
Check the background of Todd on FINRA’s BrokerCheck