Meet Todd
Todd is a Sr. Wealth Advisor based in Kennebunk, Maine. He joined Mercer Advisors in 2026 through the acquisition of Charter Oak Capital Management, where he served as Partner since 2002. Todd established Charter Oak Capital Management to offer a structured process for helping individuals and nonprofit organizations define goals, build strategic plans, and monitor measurable outcomes. He is a Chartered Retirement Planning Counselor® and earned a Master of Public Administration degree at the University of Southern Maine. Todd is enthusiastic about helping people use their wealth as a tool to live the life they envision, provide for those they love, and face the future with confidence.
Todd’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Todd has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Supporting nonprofit organizations with investment management, governing, and growth strategies to help advance their mission
His working style
Todd brings a calm, steady presence to every client relationship. He is easy to talk to and attentive to detail, simplifying complex financial decisions while remaining proactive, responsive, and deeply committed to his clients’ long-term success.
Todd in real life
How do you give back?
I invest my time, talent, and resources to help build the community with various nonprofit boards and as a volunteer lacrosse coach.
Any words you try to live by?
What we do in life echoes in eternity.
Why do you like working at Mercer Advisors?
I am supported in my work by an established fiduciary organization that provides value to its clients.
Todd’s snapshots
Meet Todd’s Teammates
Emma Bean
Principal
What Todd Says
Working alongside Emma is one of the highlights of my role. Her dedication to our clients, positive attitude, and thoughtful care for the people we serve make every day more rewarding. Together, we’re able to provide an experience that is both highly professional and deeply personal.
Christine Cote
Client Service Coordinator
What Todd Says
One of the things I appreciate most about working with Christine is her care for our clients. She has a remarkable ability to make people feel heard, supported, and important, which strengthens the relationships we build every day.
Marny Swindell
Relationship Manager
What Todd Says
Working with Marny is easy because we share the same client-first mindset. She cares deeply about the people we serve, communicates exceptionally, and always follows through. Her partnership allows me to focus on providing advice while knowing our clients are receiving outstanding support and attention.
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