February 2024
Highly recommend! Honest and hard working. Always makes time for question. Todd and Kate are amazing!
September 2021
Todd is very knowledgeable and is always able to explain complexities into simple terms. He has done an excellent job for our family, I highly recommend seeking his help with financial planning.
November 2019
Todd is attentive without being pushy. I know he’s there to serve me not his own needs. Highly recommend him and his team
