Todd has over 20 years of experience helping individuals and families prepare for a secure and fulfilling retirement. As a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Certified Tax Master (CTM®), and Certified in Long-Term Care (CLTC®), Todd specializes in guiding clients through key retirement strategies such as tax-efficient income planning, Roth conversions, charitable giving, and estate planning. His goal is to make financial decisions simple and clear, allowing clients to focus on enjoying their retirement.

In the spirit of service, Todd loves helping people clarify their vision for retirement, connecting their finances to what matters most, and providing practical tools to make it happen. Before joining Lifeworks, he ran his own independent firm, developing a personalized, hands-on approach that serves both retirees and pre-retirees.

Originally from Cape Cod, Todd now resides in Colorado Springs with his wife, Jessica, and their son, Gerrit. Outside of work, he is an outdoor enthusiast who enjoys hiking, camping, kayaking, and skiing. A former college athlete, Todd also enjoys staying active and serves on a local church board.