Todd is a licensed financial advisor with Series 7 and 66 licenses, has earned a strong reputation for his dedication to client service. Growing up in San Diego, where his father served in the U.S. Navy, Todd later moved to the Coachella Valley to pursue a career in branch banking, where he gained foundational experience in financial services. Todd has over 10 years of combined experience in the industry, Todd is passionate about educating clients and has also played a key role in training new admins at his previous firm. His commitment to exceptional service makes him a valuable asset to clients.

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  Todd@KeystonePW.com
• (760) 818-7769