Todd works with successful families and helps add simplicity and convenience to their lives. He helps them overcome the complexity that comes with wealth and helps them create meaningful legacies by using trustworthy and actionable investment strategies.
Education & Credentials
Todd founded Bury Financial Group during his sophomore year (1992) at Ohio University, all while earning two degrees (Finance & Marketing).
Todd couldn’t be more excited to live out his childhood dream of becoming a financial advisor and one day owning a successful financial planning firm. He and his 11 team members thrive on sharing clear, straightforward financial advice and working with investors to convert technical knowledge into the right investments that fit their life goals. He continues to gain additional certification to benefit clients and is a Certified Plan Fiduciary Advisor.
Personal Life
When Todd was just 11 years old, he lost his mom to cancer and was taught how important relationships are in life. This life changing event, along with his own cancer scare in 2014, molded Todd into the person he is today. He realized that life is too short to sweat the small stuff and that relationships with his family, friends, and clients are what truly matters. Todd and his wife Debbie live in Poland, OH where they raised their three daughters Bailey, Bella, and Sarah. He is most proud of his title of "Papa" to his two grandchildren. Valuing time spent with others, you will find Todd & Debbie frequently hosting get togethers at their Lake Milton house for just about any occasion.
Those who know Todd best, know of his competitive nature, and that he likes to make a bet on just about anything. He’s an avid golfer, has a standing Sunday night pickle ball game at his house, is musically talented on the guitar, piano, drums, and harmonica and enjoys an occasional bottle of good wine. However his favorite hobby, which he picked up way back at the age of 11, is magic. He’ll never forget that day Hospice of the Valley came out to their house (one week before his mother’s passing) and brought a magician to do magic for Todd and his twin brother, Troy. Nor will he ever forget that feeling of seeing his mom smile as she was watching her twins being entertained by the magician, even though her end was near. He loved watching the magic and he wanted to be the one to make people smile. Naturally, he started studying magic and continues to do magic shows for different charities to this day. Positivity is a driver in everything that Todd does, and he truly is an example of the saying, “If life gives you lemons, make lemonade.”