Sean G. Todd, Esq. M. Tax, CFP®, CPA - Principal

Sean G. Todd draws upon the substantial knowledge of tax and financial planning which he gained in his 15+ years of practice. Sean is a licensed attorney with a Master of Taxation degree. Sean is also a licensed Certified Financial Planner™ practitioner and a Certified Public Accountant. He has extensive experience in the areas of Tax, Estate and Financial Planning. Sean is an adjunct professor at The University of Georgia where he teaches Income Tax Planning and Estate Planning.

Sean earned his Bachelor of Science in Business from Indiana University and his law degree from Ohio Northern College of Law. In addition, Sean continued his education with a specialization in tax by earning a Master of Taxation degree from The University of Akron. Sean currently lectures on topics dealing mainly with estate planning, retirement, asset protection strategies and the new tax laws.

Clients benefit when working with Sean because of his practical experience, he has completed over 1000 estate and financial plans for individuals and business owners, and his professional training in investments, finance, accounting, estate planning, taxes and the law. He has an unmatched ability to coordinate all the moving parts to objectively evaluate and provide effective professional advice to his clients. Clients gain peace of mind knowing that their taxes are minimized, their investments are being professionally managed and their estate planning is done.

Organization memberships have included the Atlanta Bar Association, Cobb Bar Association and the Financial Planning Association. Sean is a past board member of both the International Association for Financial Planning and the Brain Injury Association of Georgia.

Sean is married to Christine. Christine was a sixth grade math and science teacher at Woodward Academy until the arrival of their beautiful daughter, Gabrielle, and their son, Niall. Christine’s current position is “Activities Coordinator” for Gabrielle and Niall. They have made their home in Marietta, Georgia. They enjoy running, golf, water sports and attending The Kentucky Derby and the National Finals Rodeo.