Todd has over 30 years of experience as a financial advisor including; 13 years with Stewardship Advisory Group and 15 years at Merrill Lynch with the titles of an Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA) and Certified Kingdom Advisor (CKA). Todd completed ...
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Todd has over 30 years of experience as a financial advisor including; 13 years with Stewardship Advisory Group and 15 years at Merrill Lynch with the titles of an Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA) and Certified Kingdom Advisor (CKA). Todd completed the CFP program at the Seidman College of Business.
Todd has acquired a strong professional expertise in investment planning, retirement planning, education planning and estate planning. Todd is a fee only Registered Investment Advisor (RIA) with Stewardship Trust Advisors.
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