Todd serves clients in Rockville, Bethesda, and Potomac.
"I love communicating with clients and believe strongly in the
benefits of professionally planned financial services. The positive
difference a financial plan makes in the life of an individual or
family is profound. My career has been built on the foundation of
this belief, coupled with a commitment to excellence in developing,
delivering and managing these services."
Areas of Focus
Total Wealth Management
Generating Retirement Income
Investment and Asset Management
Coordinating Comprehensive Estate and Insurance Planning
Background, Education & Credentials
Registered Investment Professional since 1996
Certified Financial Planner™ Professional
Series 7 General Securities Registration*
Series 63 State Law Registration*
Series 65 Uniform Investment Advisor Registration*
Maryland Life & Health Insurance Licenses
Bachelor of Science in Finance From The Pennsylvania State
*Registrations held through LPL Financial
*Not FDIC Insured *No Bank Guarantee
*Not a Bank Deposit
*Not Insured by any Federal Government Agency
*May Lose Value*
Securities, advisory services, and insurance
products are offered through LPL Financial, a Registered Investment
Advisor, member FINRA / SIPC. Sandy Spring Bank and Sandy Spring Wealth
Management are not registered broker/dealers and not affiliated
with LPL Financial.
This site is designed for U.S. Residents only.
The services offered within this site are available exclusively
through our U.S. Investment Representatives. LPL Financial's U.S.
Investment Representatives may only conduct business with residents
of the states for which they are properly registered. Please note
that not all of the investments and services mentioned are
available in every state.