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| 301-777-3490 | tpyles@cbiz.com |
| Link to local website |
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| Service Specialties: |
| Estate Planning |
| Wealth Management- Investment Management |
| Attest Services - provided by Mayer Hofman McCann, P.C., an independent CPA firm |
| Business/Personal Taxation |
| Financial Planning |
| Small Business Financial Consulting |
| Wealth Management - Estate Planning and Life Insurance |
| Wealth Management - Financial Planning |
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| Industry Specialties: |
| Financial Planning |
| Manufacturing |
| Construction |
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| Business Experience: |
| Todd Pyles has been in the accounting, taxation, and auditing business for 20 years. He has been a Certified Financial Planner for 16 years. |
| He has focused on serving the needs of privately-held companies and their owners. He primarily serves clients in the professional, estate, construction, manufacturing and service industries. |
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| Education: |
| B.S. Accounting, Frostburg State University, Maryland |
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| Professional Designations: |
| Certified Public Accountant - Maryland |
| Certified Financial Planner |
| Professional Licenses - Securities License - Series 7, 63, 64 |
| Professional Licenses - Insurance License - Variable/Life |
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