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Todd is a Principal at M3 Advisors and Martin Financial Group. He is primarily responsible for helping clients preserve their wealth and transfer it to successive generations. His 20 years of experience include helping business owners & high-net-worth individuals design sophisticated estate planning strategies that enhance the transfer of assets to the next generation.
As a specialist in product placement and evaluation, he has developed a unique process for managing, monitoring, and evaluating life insurance policies after they have been put in place.
Todd graduated from the University of Georgia with a degree in Risk Management and Insurance. He is a graduate of Leadership Savannah, is a Board Member for The National Museum of the Mighty Eighth Air Force and is the President of the Savannah Estate Planning Council. He and his wife, Lauren, have two children.
Tony is a Principal at M3 Advisors and Martin Financial Group. He is primarily responsible for the creation and implementation of our clients’ strategic plans for both firms. He is a frequent speaker and lecturer who enjoys sharing with a wide variety of audiences. Tony specializes in helping business owners integrate the tax and financial aspects of their business with their personal financial needs. He accomplishes the integration by applying his background in taxation, finance, risk management and corporate structuring to assist business owners and their advisors with sophisticated estate planning, closely-held business counseling, business succession planning, structuring of business entities, and the acquisition and sale of business interests.
Tony enjoys being active in the community and has held leadership positions with Junior Achievement of Savannah, the UGA Terry College of Business Alumni Board and the Landings Association. He graduated from Rhodes College with a degree in Business Administration before obtaining a MBA from the University of Georgia and a Masters of Taxation from the University of Tulsa. Tony and his wife, Holly, have two sons.
Miranda provides administrative support and manages day-to-day office operations. She is a graduate of the University of Detroit Mercy and also serves as a Reservist in the United States Coast Guard out of Station Tybee. Miranda and her husband, Roland, have a spoiled rescue dog, Alexandrine (Alex).