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 is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Estate Planner professional and currently serves on the Board of Directors of The Atlanta Estate Planning Council. He graduated from Bucknell University in Lewisburg, PA with a Bachelor of Science in Business Administration (BSBA) degree. He lives in Brookhaven with his wife and two sons, and is a member of Peachtree Presbyterian Church.