Todd S. Smith, CFP®, ChFC®, CEPA®, CLTC®, CTM®, is a Director at Level 5 Family Office and a Partner at Lifeworks Advisors, specializing in holistic financial planning and consulting. They have previously held roles such as Managing Director at Advisers Investment Management, Inc. and President & CEO at Level 5 Financial, accumulating extensive experience in comprehensive wealth management. Todd has a Bachelor's degree in Government and Economics from Hamilton College and is currently pursuing further education at the University of Pennsylvania - The Wharton School. Outside of work, they enjoy running and are training for an upcoming marathon.
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