At Johns Island Financial Services, we have thirty plus years of experience in the financial services industry focused on accounting & reporting, financial controls, risk management and strategic planning.
Todd earned his bachelor’s degree from the University of Massachusetts and is a CPA (Certified Public Accountant - Massachusetts/SC Pending) a CLU (Chartered Life Underwriter) and FLMI (Fellow of the Life Management Institute).
Prior to starting Johns Island Financial Services, he worked for PriceWaterHouse Coopers performing audits in the financial services industry. He then worked for John Hancock Financial Services and other large multinational companies where he had various roles including Accounting & Reporting, Expense Management, Financial Controls, Treasury Operations, Accounts Payable, Payroll, Strategic Planning, Corporate Risk and Project Management.
Todd and his wife Kristen live in the Charleston SC area. In his free time, he enjoys spending time with his family and volunteering for local non-profit organizations. He also enjoys fitness, sports and traveling.
At Johns Island Financial Services, we are your trusted partner for Bookkeeping for Small to Mid-size Businesses, Daily Money Management for Individuals and Personal Financial Coaching.