Welcome, Elite Retirement Consultants, LLC & Dispenziere & Associates LLC, Clients. We are honored to have you join the Procyon community!

 

Archive

Todd brings decades of experience in trading, compliance, and leadership across investment advisory, investment management, and retirement plan consulting firms. He leverages his deep expertise to provide practical, strategic solutions that support a wide range of business needs.

Before joining Procyon, Todd served in senior compliance and operational leadership roles at several firms, including Chief Compliance Officer of Sugarloaf Wealth Management; Compliance Officer at Advisor Group; Deputy CCO of Triad Advisors; and CCO and Director of Trading and Operations at Lindner Capital Advisors. He also held positions as CCO and Director of Investments at Clear Investment Research, and as CCO, Director of Trading and Operations at Timbervest.

Earlier in his career, Todd was Associate Partner and Senior International Equity Trader at Invesco and Assistant Vice President in Institutional Equity Sales Trading at Merrill Lynch.

Todd earned dual degrees from Syracuse University—a BS in Economics and a BA in Philosophy—where he was the 23rd member of his family to graduate. He is also an active member of the National Society of Compliance Professionals.

Based in Atlanta, Todd and his wife are proud parents of three children. Outside of work, he enjoys live music, fishing, and tackling hands-on building and repair projects.

Djamy joined Procyon in 2026, bringing more than 13 years of experience in the financial services industry, along with a strong background in client service, operations, and regulatory compliance oversight. She holds an MBA from West Chester University, where she developed the analytical, operational, and leadership foundation that continues to shape her work today.

Throughout her career, Djamy has expanded her expertise in compliance testing and monitoring, regulatory research, and the development of policies and procedures that help firms operate with integrity and efficiency. She is passionate about combining problem-solving with operational strategy and fiduciary responsibility, with a focus on strengthening compliance frameworks while supporting a strong client experience and maintaining the highest ethical and regulatory standards.

One of Djamy’s favorite aspects of the industry is the collaborative nature of the work. She enjoys partnering across teams, navigating complex challenges, and contributing to solutions that create smoother and stronger experiences for both advisors and clients.

Outside of work, Djamy enjoys discovering new restaurants and learning about different cultures through travel and documentaries. Originally from Guinea, West Africa, and raised in Benin, she has a deep appreciation for diversity, community, and meaningful connection. She recently relocated to the Dallas-Fort Worth area and is excited to be part of the continued growth and future of Procyon.