Todd’s financial services career began in 1991 when he was hired as an insurance agent for The Prudential. Over the years he has spent time with high-quality companies like AXA Equitable and New York Life. In 2012 Todd and his partners formed Sovereign Financial Group as a firm that provides customized independent financial strategies to individuals, businesses and organizations. In 2015 they joined Cambridge Investment Research; a highly-rated company that provides products and services for independent advisors.
Todd attended Wharton School, University of Pennsylvania and completed their Retirement Planning Program. Currently he is pursuing the Chartered Financial Consultant (ChFC®) designation as well.
Todd grew up in Shawano, Wisconsin and has also raised a family of his own there with his wife Mary. Their four grown children are now scattered across the state of Wisconsin which leaves them time to be very active in the community. When he has spare time, Todd enjoys fishing, hunting and spending time around his yard.
Designations:
- Life Underwriter Training Council Fellow (LUTCF)
Memberships:
- Shawano Optimist Club
- Shawano Area Community Foundation
- Shawano Area Matthew 25