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Todd Michaud

Todd Michaud

Principal & Founder - Financial Advisor

  • BA, Political Science Florida Southern College
  • Advanced Degree Financial Planning Merrimack College
  • Life Underwriters Training Counsel Fellowship American College
  • Chartered Mutual Fund Counselor College for Financial Planning
  • Completion H&R Block Income Tax Course 
  • Member Financial Planning Association
  • Member National Association of Tax Professionals
  • Member Financial Services Institute
  • Registered Tax Preparer Since 2010
  • Passed Section 1 of Enrolled Agency/IRS
  • Securities Registered Since 1997
  • Honorable Discharge United States Marine Corps 
  • Former BNI Chapter Executive/Secretary Treasurer
  • Accredited Investment Fiduciary (AIF) Candidate 2021
  • Former Estate Executor
  • 2 MBA courses completed SNHU
  • Certified Financial Planning (CFP) Candidate