Professional Experience
Following graduation, Todd was employed with Deloitte Tax LLP in Houston, working in the Private Client Advisor group and focused his efforts on family limited partnerships, real estate entities, and oil & gas activities. He remained with Deloitte until 2007 when he accepted a position with Patricia Katt, CPA in Georgetown, Texas. Later that year, Todd returned to work for Deloitte in their Austin office, where he primarily focused his efforts on the Houston market, returning to work with the Houston Private Client Advisor service line.
Todd’s desire to shift his client focus and community efforts to central Texas led him to join Maxwell Locke & Ritter in December of 2009. In 2011, Todd moved to the new Round Rock office of Maxwell Locke & Ritter, increasing his client/community focus in Williamson County.
Industry Focus
- High Net Worth Individuals
- Pass Through Entities and their owners
Education
- Texas A&M University - Bachelor of Business Administration in Accounting
- Texas A&M University - Master of Science in Taxation
Community
Current
- Boys and Girls Club of Georgetown, Treasurer and former Chairman of the Board
- Georgetown ISD Education Foundation, Treasurer
Past
- Zion Lutheran Church & School, Treasurer
- Meals on Wheels, Volunteer
- Williamson County A&M Club
- 2013 Graduate of Leadership Georgetown
- Georgetown Rotary Club
- Georgetown Chamber of Commerce, Board Member
Affiliations
- American Institute of Certified Public Accountants
- Texas Society of Certified Public Accountants
- Certified Specialist in Estate Planning
