“Having served in the profession since 1977, he is a leading wealth counselor coordinating the business and estate planning process for high net worth clients. He specializes in assisting individuals, family groups, and public and closely held business owners with their insurance and estate planning, business succession planning, executive benefits, and charitable giving strategies. Todd also is the creator of The Values Perpetuator Process© that enables individuals to identify and pass on to future generations those personal financial values that have been most important to them.”
The American College Alumni Association serves over 60,000 members by continuing the College’s tradition of improving education through shared knowledge and experience. Dedicated to rewarding professional success, increasing industry awareness and promoting the achievements of their graduates, the Association has named an Alumnus of the Month since 2010.
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