As a third-generation member of the family-owned business, Todd has been working with professionals, business owners, and retirees since 1991. He specializes in wealth management, estate planning, philanthropic giving, and asset preservation. Todd is a member of the New Jersey Society of CPAs, and the American Institute of CPAs. Todd’s earlier roles as a certified public accountant (CPA) and a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner are now assumed by members of his team as he turns his primary focus to assisting clients with reaching strategic level goals. Todd currently serves on the Finance Committee of AtlantiCare Regional Medical Center, Egg Harbor Township, New Jersey. An avid boater, Todd lives with his wife, Sarah, in Ocean City, New Jersey. They are the proud parents of four children—a daughter, Cate, and triplets, Alex, Peter, and Samantha.