Todd spent 17 years in pastoral ministry, starting two churches (OH, NC). In 2008, he purchased a business and then pivoted to become an independent financial advisor. He went on to create a multi-advisor financial firm. After hiring an EOS Implementer in ‘17-18 to scale his firm, he felt its value. With EOS, his firm grew AUM from $40 million to $80 million in 4 years. Upon his exit (Strategic sale) from his firm in 2023, he believed the best way to impact owners was as an EOS Implementer & CEPA Exit Planning Coach.