“Be sure that you feel heard, that your questions are answered, not brushed aside.”
Todd believes that investors with a high degree of satisfaction in their plan and confidence in their ability to retire are people who work with financial advisors who listen to them. Todd has always been very social growing up and says his most fulfilling experiences are when he gets to know and build relationships with new people in his life. He believes that financial planning at its core is listening to people’s objectives, concerns and experiences and helping them reach their goals.
When away from the office, Todd enjoys the outdoors for camping, hiking and cycling. He loves soccer, coaching a youth team and attending the last three World Cups. He enjoys trying (and occasionally succeeding at) new cooking recipes and owns a growing record collection.