

1490 Quarterpath Road, Suite 5A-276
Williamsburg, Virginia 23185
Along with helping individuals, families, and small business owners implement and benefit from the Infinite Banking Process, Todd is also an attorney with a successful Estate Planning practice that focuses on helping families make the best legal decisions on how to protect/control wealth while they are living and the most effective options to transfer any remaining assets/wealth at death, or upon Graduation, as Nelson Nash would often say.
Before becoming an authorized Infinite Banking Practioner, Todd took 2 years to study the concept (from 2010-2012) and vet it through the lens of an Estate Planning Attorney. During this two year time period, not only did he read and re-read Becoming Your Own Banker (along with many other resources focused on Infinite Banking), he also studied many legal papers on High Cash Value Life Insurance from respected estate planning attorneys such as Steven J. Oshins, Lawrence Brody, and Sebastian V. Grassi. Suffice to say, the Infinite Banking Concept is a sound concept, whether it’s viewed from the lens of an Estate Planning attorney or a life insurance agent.
In 1993, Todd graduated from the College of William & Mary in Williamsburg, Virginia and in 1997, he graduated with Dean’s Honors from Washburn University School of Law in Topeka, Kansas. He is a member of the Virginia Peninsula Council of Estate Planners, WealthCounsel, and a member of the Trusts and Estates section of the Virginia State Bar.
Todd is married to Leslie and they have a full-time job when they get home in the evening, in taking care of their red lab, “Birdie,” and taking her outside to swim, play, and chase tennis balls.
Located in: Virginia
Also licensed to practice in:
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