Financial Advisor

Todd joined Professional Planning Group as a Financial Advisor in 2023. He works directly with clients to provide comprehensive wealth management services and retirement planning strategies based upon their individual goals and objectives. Todd is a member of the Investment Committee.

Experience

Prior to joining Professional Planning Group, Todd spent six years working as a Financial Advisor at Decisive Wealth Management in Warwick, RI, specializing in comprehensive financial planning. Previously, Todd was a Financial Advisor at the Bulfinch Group in Needham, MA and East Greenwich, RI.

Education

Todd earned a Bachelor of Science in Finance from Bentley University and a Master of Science in Finance from Suffolk University. Todd holds the Series 7, 63 and 65 licenses, as well as the Rhode Island Life, Accident, and Health Insurance Producer’s license.

Family

Todd lives in Wakefield, RI with his wife and two children.

Hobbies

In his free time, he enjoys watching baseball, puzzles, traveling and spending time with family and friends.