Todd joined Masonboro in 2024 from a highly regarded investment firm in Newport Beach where he worked with high-net-worth clients in all aspects of their financial lives. Now with over a decade of Wealth Management experience, Todd brings a plethora of knowledge to the Masonboro Team and leads our West Coast efforts from our newly established Santa Monica office.
Todd is passionate about helping others, and his goal is to provide individuals, families, executives, and business owners with the very best advice and guidance to ensure their financial success. Todd and his team have the skills, knowledge, and experience to help his clients meet their established goals and protect their assets. He prides himself on becoming a lifetime resource and treats every one of his clients like family.
Todd holds a Public Administration/Economics degree from San Diego State University. He later attended the Anderson School of Business at UCLA, earning a Master’s in Financial Planning and Investment Management. In addition, Todd further advanced his financial education by attending the American College of Financial Services, where he earned his Chartered Financial Consultant (ChFC®) designation.
When not helping clients, Todd enjoys spending time with his wife, Adrienne, and three boys, Grayson, Renly, and Cooper. You can find them skiing the mountains out west, surfing the Pacific, riding horses, or hiking through the redwoods.
