Todd’s top goal is working with clients to develop their goals, understand investment risk tolerance, and develop an investment strategy that will help them achieve their financial and retirement goals. Todd brings over four decades of active experience as well as recognition as a Certified Financial Planner™ professional, which is earned by financial planners who have met the CFP® board’s rigorous certification standards which include excellent competencies and high ethical standards. He honed his leadership skills in his previous employment as a Brokerage Sales Manager for Fulton Financial Advisors prior to becoming one of the founding partners of DDMP.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.