Todd Flynn

“Be sure that you feel heard, that your questions are answered, not brushed aside.”

Todd believes that for investors who have a high degree of satisfaction in their plan and confidence in their ability to retire, they must work with financial advisors who will listen to them. Todd always was very social growing up and says his most fulfilling experiences today are when he gets to know and build relationships with new people in his life. He believes that financial planning at its core is about listening to people’s objectives, concerns and experiences, and helping people to reach their goals.

When not in the office, Todd enjoys being outdoors, especially camping, hiking and cycling. He loves soccer — from both coaching a youth team to attending the last three World Cups. He enjoys trying (and occasionally succeeding at) new cooking recipes and owns a growing record collection.