— Mary C.

After retirement, we moved from the Midwest to Carlsbad and fortunately attended a seminar given by Tod Lenhoff. My husband was a “do it yourself” investor and loved handling our finances, but he was very impressed with Tod and his suggestions for retirees.  We followed up with some business dealings through him, but my husband returned to his stock market “hobby.” When he passed away 6 years ago, I was completely uninformed as to my financial situation. Luckily, I remembered my husband’s opinion and trust in Tod and turned to him for advice. I had several meetings with Wealth Management and they sorted out our portfolio, offered sound advice and have handled my affairs ever since. I couldn’t be more pleased.”