Meet Todd
Todd is a Sr. Wealth Advisor based in Owings Mills, Maryland. He joined Mercer Advisors in 2025 through the acquisition of Glass Jacobson, where he served as Sr. Wealth Advisor since 2020. Before that, Todd held positions as a Financial Advisor, Lead Planner, and Portfolio Analyst at various firms, including Facet Wealth, Morgan Stanley, and Brown Advisory. Todd earned a B.S. degree in finance from the University of Maryland at College Park, and he is a CERTIFIED FINANCIAL PLANNER® professional.
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
- Guiding clients through living in retirement with steady income and smart planning
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Helping dentists balance personal wealth goals with the demands of running a practice
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
His working style
Todd is known for his thoughtful questions, calm presence, and ability to simplify complex decisions. He loves building long-term partnerships grounded in trust, transparency, and a shared sense of purpose. If clients value collaboration and want a steady hand through big financial moments, Todd’s a good fit.
Todd in real life
What keeps you busy outside of work?
Spending time with my wife and three children.
Why do you like working at Mercer Advisors?
I love how Mercer Advisors approaches wealth management through integrated resources for tax planning and preparation, insurance solutions, and estate planning.
Any words you try to live by?
Do unto others as you would have them do unto you.
Todd’s snapshots
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