RBR Partner brings over 25 years of experience in the financial services industry and prior to that, he had over five years experience running a family business. His “real world,” hands-on experience uniquely qualifies him to assist our clients in all aspects of business and personal planning. He has had a successful track record of providing quality financial products and solutions to entrepreneurs, families, and businesses, with over a 95% persistency retention since entering the insurance/benefit business. His creative process works in concert with professionals in the tax, accounting, and legal professions, where he brings innovative solutions to meet the objectives of our clients. Todd and his wife Dana are active members in the community and play key roles in Montgomery County Young Life and Woods Edge Community Church.