About Us

Jorge is passionate about helping families make intelligent choices about their money so they can live their ideal lives.  He is a skillful listener lients to gain clarity on what's important to them and keeping them on track in attaining their goals. 

He founded Todd, who is passionate about helping families make smart choices about their money so they can live their ideal lives.  He is a skillful listener lients to gain clarity on what's important to them and keeping them on track in attaining their goals. 

He founded Todd, who is passionate about helping families make smart choices about their money so they can live their ideal lives.  He is a skillful listener,  helps clients clarify what's important to them, and keeps them on track to attain their goals. 

He founded Dogwood Capital Management in 1999 in the suburbs North of Atlanta, GA, where he resided for 22 years.  He relocated to Las Vegas, Nevada, in 2019. His client base is concentrated in the Southeast and the Southwest. 

Todd has over 20 years of financial experience.  He earned his Bachelor of Science Degree in Finance at the University of Arizona and completed his Certified Financial Planner® Coursework at Oglethorpe University in Atlanta, GA. He adheres to the rigorous ethical and technical standards of the National Association of Personal Financial Advisors (NAPFA), the largest professional association of comprehensive, "Fee-Only" Certified Financial Planners® in the United States.

He is a voracious reader and loves to write. His blog has received favorable reviews, and his articles have been published in various consumer magazines, websites, and professional journals. He has been quoted in numerous regional and national publications, including the Wall Street Journal, Kiplinger’s Personal Finance, Business Week, the Atlanta Journal-Constitution, the Atlanta Business Chronicle, and American Cowboy Magazine. 

Jorge enjoys spending time with his family, meeting new people, and learning new things. ed in the suburbs north of Atlanta, GA, where he resided for 22 years.  He relocated to Las Vegas, Nevada, in 2019. His client base is concentrated in the Southeast and the Southwest. 

Todd has over 20 years of financial experience.  He earned his Bachelor of Science in Finance at the University of Arizona and completed his Certified Financial Planner® Coursework at Oglethorpe University in Atlanta, GA. He adheres to the rigorous ethical and technical standards of the National Association of Personal Financial Advisors (NAPFA), the largest professional association of comprehensive, "Fee-Only" Certified Financial Planners® in the United States.

He is a voracious reader and loves to write. His blog has received favorable reviews, and his articles have been published in various consumer magazines, websites, and professional journals. He has been quoted in numerous regional and national publications, including the Wall Street Journal, Kiplinger’s Personal Finance, Business Week, the Atlanta Journal-Constitution, the Atlanta Business Chronicle, and American Cowboy Magazine. 

Todd enjoys spending time with his family, meeting new people, and learning new things. In 1999, he resided in the suburbs north of Atlanta, GA, for 22 years.  He relocated to Las Vegas, Nevada, in 2019. His client base is concentrated in the Southeast and the Southwest. 

Todd has over 20 years of financial experience.  He earned his Bachelor of Science in Finance at the University of Arizona and completed his Certified Financial Planner® Coursework at Oglethorpe University in Atlanta, GA. He adheres to the rigorous ethical and technical standards of the National Association of Personal Financial Advisors (NAPFA), the largest professional association of comprehensive, "Fee-Only" Certified Financial Planners® in the United States.

He is a voracious reader and loves to write. His blog has received favorable reviews, and his articles have been published in various consumer magazines, websites, and professional journals. He has been quoted in numerous regional and national publications, including the Wall Street Journal, Kiplinger’s Personal Finance, Business Week, the Atlanta Journal-Constitution, the Atlanta Business Chronicle, and American Cowboy Magazine. 

Jorge enjoys spending time with his family, meeting new people, and learning new things.