In March 2014, Todd joined Kohlhepp Investment Advisors, Ltd. and has naturally transitioned into his role of Associate Advisor. Todd previously worked at Lincoln Investment Planning and holds his Series 7 and 66 securities licenses as well as his Life & Health Insurance license. Todd is a graduate of West Chester University, earning a Bachelor of Science in Business Administration. He has also acquired a Certificate in Accounting from Delaware Valley University.
 

Todd grew up in Horsham Township and played football at Hatboro-Horsham High School, where he earned a spot on the 1997 Montgomery County All Star team. Todd now resides in Furlong, with his wife Rebecca, and his sons, Bobby and Joey, born in 2008 and 2012 respectively.

Todd has a true passion for the markets. We often catch him during his lunch break building model portfolios and playing with the latest stock market apps on his phone. Much to Rebecca’s dismay, dinner time often consists of Todd grilling his boys with questions like: “Where did the market close today?” and “What’s the difference between a Mutual Fund and an Exchange Traded Fund?” He also has a habit of making his boys' new friends complete a risk profile questionnaire when coming over to the house. There is a rumor that Family Game Night consists only of Monopoly, Risk and Life.