Todd is a Co-Founder and Chief Operating Officer of Commonwealth Financial Services, LLC, founded in 2003. Todd has been serving clients as a personal financial advisor since 1980. Some of these client relationships trace back to Todd’s father who started serving clients in 1959. Since completing his Bachelor of Science degree from West Liberty University, Todd has earned both the Chartered Financial Consultant (ChFC) and the Chartered Life Underwriter (CLU) designations. He holds Series 6, 7, 22, 24, and 63 registrations through Securities America, a Series 65 registration through Arbor Point Advisors, LLC., as well as Life and Health licenses.
He has significant experience in financial planning, which helps him provide individuals, families, and businesses with comprehensive lifestyle planning. Todd and his wife, Joyce, are lifelong residents of Wheeling and have three children.
Todd has served on the Board of Directors of Crittenton Services, St. John’s Home for Children, and most recently Todd completed his second term as President of the Board for Elmhurst, House of Friendship. Todd is very active in several capacities with his Church. In his spare time, Todd likes to collect and restore cars.