As a business owner and entrepreneur, himself, Todd enjoys designing creative business profit acceleration, wealth creation & preservation strategies, and advanced tax mitigation solutions within a virtual family office ecosystem to maximize the potential of business owners and families..

Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great Colorado outdoors, at the ice hockey rink, or planning his next trip.