What Can You Expect From Todd:

Todd doesn't just manage wealth; he clarifies the horizon. As the founder of OGWP, he acts as a primary catalyst for client success, translating complex financial webs into clear, actionable paths. He leads the Proactive Empirical Creativity pillar, applying strategic, outside-the-box thinking that turns cold facts into warm opportunities. Todd is a steward of both your legacy and our team’s growth, ensuring that every person in the OGWP field moves forward with unshakeable confidence.

Knowledge & Experience:

Todd’s career began in Utah in 1994, where he built a foundation in comprehensive, cross-disciplinary fee-based planning before transitioning his practice to New Jersey in 2003. In 1999, he joined Lincoln Financial Advisors, rapidly advancing into leadership roles where he specialized in coaching and training advisors. During this tenure, he served as an instructor in the elite Sagemark Private Wealth Services Group. Following a brief but insightful period at MassMutual, Todd returned to leadership at Lincoln until 2016, when he chose to pivot his full attention back to direct client work. Through strategic acquisitions in 2017 and 2022, he evolved his practice into OmniGrowth Wealth Professionals—a firm designed to prioritize exceptional client outcomes and employee development. Todd holds CFP® and ChFC® certifications, Series 7 and 24 licenses through LPL Financial, and a bachelor’s degree in math from the University of Utah.

Get To Know Him:

Todd and his wife, Traci, are embracing the empty-nesting stage as their sons, Trenon and Taithn, pursue their own college athletic and entrepreneurial paths. Today, Todd enjoys home renovation projects and traveling with Traci. He values their weekly "Saturday planning sessions" and "PWR nights" just as much as he enjoys outdoor adventures like camping and hiking.