At Callan Family Office, Todd serves as the Managing Director of Wealth Planning and Trust as well as a Relationship Manager. As Managing Director, Todd coordinates the planning and thought leadership for Callan Family Office and advises multi-generational families, individuals, and institutions on complex trusts and estates, as well as financial and estate planning matters to help clients meet their goals and objectives.

Todd has led the trust and fiduciary efforts at Callan Family Office since inception, negotiating trustee fees for clients and building relationships with various trust companies to offer clients an open architecture platform.

As a relationship manager, Todd works with his clients to deliver a complete suite of family office services, including trust administration, estate planning, investment management, and private banking. He also helps clients with their philanthropic goals, setting up and administering family foundations or donor-advised funds.

In addition to Todd’s role as the director of wealth planning and trust and relationship manager, he serves on Callan Family Office’s Executive Committee as well as the Family Office Services and Advisory Consulting Committee.

Before joining Callan Family Office, Todd spent 23 years at Abbot Downing, Wells Fargo’s ultra-high-net-worth business, where he was an estate planning advisor, trust advisor, and managing director, overseeing all areas of client financial and estate planning, investments, and trust administration. He began his career as an attorney but transitioned into wealth management, which afforded him greater flexibility to provide clients with investment, financial, and estate planning advice.

Todd earned his bachelor’s degree in history from the University of Florida. He is also a graduate of the University of Florida Levin College of Law, where he earned his Juris Doctor (J.D.) degree. He has served on several local charitable planned giving committees, including Place of Hope, which offers housing and support services to children, youth, and families.