Clients and colleagues point to Todd's passion for finance and commitment to personal and professional development as the keys to the Levine Financial Group's success. “Our job is to help people step back and view the big picture: what they want life to look like, what they need to do to get there, and how they can protect their family in the process," says Todd. “That, for me and my team, is what success is all about." Connect with us on LinkedIn and Facebook . Learn more here .