Todd joined Homrich Berg in July 2015 and brings with him expertise in sophisticated estate, charitable, and insurance planning strategies. Todd began his career in 2002 as a financial planner in Boston, and in 2006 he accepted a position in Atlanta with Ayco, a Goldman Sachs firm that specializes in comprehensive financial planning for corporate executives and high net worth families. After two years at Ayco, Todd spent six years at a boutique firm in Atlanta specializing in integrated, multigenerational wealth planning for families of significant wealth and owners of highly successful privately held businesses.
Todd earned a Bachelor of Science in Business Administration degree from Bucknell University.
About Homrich Berg
Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $4 billion for over 1400 family relationships nationwide. For more information, please visit www.homrichberg.com.
About Atlanta Estate Planning Council
The Atlanta Estate Planning Council, Inc, was organized in 1947 to provide education and fellowship for the members of professional disciplines (CLUs, Trust Officers, Attorneys, CPAs) and now for CFPs, Probate Judges and Academics who devote a substantial portion of their time to estate planning or trust activities.