Todd joined Cornerstone Wealth Management in May of 2021. Todd brings over 25 years of experience in financial services. A Rochester native, Todd attended the McQuaid Jesuit H.S. and then received a Bachelor of Business Administration from the Siena College. Todd holds his Series 7, 63, and 65 securities registrations as well as applicable insurance licenses. Additionally, Todd received his Retirement Income Certified Professional designation from the American College for Financial Planning.
Todd works with a select group of families and business owners to help them build, manage, protect, and ultimately transition wealth to the next generation. He understands that comprehensive wealth management is much more than investments. Todd follows a rigorous, disciplined process that always begins by listening to his client’s financial goals and aspirations. He realizes that every client is unique, and they deserve, and receive, a high level of services and attention to detail.
Todd lives in Fairport with his wife and three children. He gives back to the local community in a variety of ways, through charitable organizations and volunteering.
Certificates
- RICP®