Experience

Todd possesses more than 12 years of progressive experience in the financial services industry.  Todd began his career at John Hancock and spent the last 9 years at Citizens Investment Services.  Todd is dedicated to the highest level of professionalism in delivering financial planning advice.  Todd’s key to financial planning is the ability to take into account all aspects of your financial situation, identify the objectives, and deliver a strategy to help you reach your financial goals.  Todd has furthered his education by obtaining the professional designation of CFP®.  In his spare time, Todd enjoys spending time with his wife and three children.  He is an avid golfer and fisherman.

Todd is listed on the Consumers Research Council of America's web site search engine as one of Americas Top Financial Planners.

Education

• University of New Hampshire’s Whittemore School of Business and Economics, BA Business Administration
• Merrimack College, Andover, MA; Certificate in Financial Planning

Qualifications

• CFP® Practitioner
• Series 7: General Securities Representative
• Series 6: Investment Company/Variable Contracts Limited Representative
• Series 24: General Securities Principal
• Series 26: Investment Company Principal
• Series 63: Uniform Securities Agent
• Series 65: Uniform Investment Advisor
• Life, Accident and Health Insurance