Todd consistently strengthens his Teams practice through hard work, discipline, and his passion for helping clients make life changing decisions that can optimize their long-term financial security. Before joining the Capital CS Group, he was a Senior Vice President and a member of UBS Directors Club with over 15 years of industry experience. Todd earned his BS in Finance from Chapman University in Orange, California. Since graduating, he has worked with wealth management firms including Merrill Lynch, Morgan Stanley, and UBS. Todd and the Capital CS Group primarily work with senior corporate executives who are transitioning from their companies in need of planning guidance and risk manag