About Us

Todd founded Elevated Retirement Solutions in 2023 to address the small business owner need for someone who understands their unique circumstances and the financial complexities they face. He is passionate about partnering with clients in Colorado and California who share his same ambitious mindset.

As Financial Advisor, Todd brings over 18 years of experience and specializes in small business retirement planning and investment strategy. His mission is to support small businesses with elevated investment and financial strategies.

Todd has designations as a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Exit Planning Advisor (CEPA®) and Accredited Investment Fiduciary (AIF®). He holds Series 7 and 66 securities licenses with LPL Financial, as well as licenses in insurance, investments, and annuities.

In his free time he enjoys outdoor activities with family and friends including hiking, surfing, mountain biking, playing tennis and snowboarding. Believe a strong body and mind go hand and hand together.

Todd is and active member of the Monterey and Carmel community and is volunteering on the board of the Central Coast Human Resources Association. Previously before moving to California Todd served on the board of Colorado SHRM at the state level and Boulder Area Human Resource Association.