With more than 20 years of experience in financial services, Todd brings seasoned insight and a steady, strategic approach to wealth management. He guides individuals, families, and business owners through all types of market conditions, developing personalized strategies that support long-term financial success. His core expertise spans retirement planning, portfolio management, wealth preservation, and goal-based investment strategies.
Todd believes that true financial freedom comes from a clear roadmap and a trusted partnership. He is passionate about helping clients make informed decisions, transforming complex financial concepts into actionable steps so they can confidently pursue their most important life goals.
Outside of work, Todd enjoys golfing, traveling with his family, and cheering on his three children at their sporting events. He and his wife treasure their time together as a family, both at home and while exploring new places.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
