Todd is a financial advisor at Midway Wealth Partners, where he advises clients on all aspects of their financial portfolios. His expertise includes investment asset allocation and risk management, cash flow management, insurance needs, retirement planning, business planning, and much more. He focuses on wealth creation and preservation through risk management. In his role, he provides clients with a specific plan tailored to their goals and works with them to implement it. He is passionate about educating his clients and enjoys the relationships he’s able to build.
Todd began his career working with an independent broker-dealer in 2007. Since then, he has taught numerous financial planning classes and relished the opportunity to develop and teach the importance of risk management strategies. Todd understands the importance of maintaining flexibility and adapting to challenges with every financial decision.
Outside of the office, Todd is a member of the local Rotary club and supports their various charity events. Additionally, he is involved in Misericordia, a local charity that provides a home for mentally challenged individuals.