Position: Lead Advisor, CFP®, CPWA®
Todd brings 18 years of experience in the financial services industry. He developed a unique skill set from his career in Private Banking and Private Wealth Management, catered towards serving and advising high net worth and ultrahigh net worth families, and private business owners. Todd works together with clients and their professionals to create comprehensive and purposeful financial plans that become the roadmap to achieving their aspirations and goals. He holds the CERTIFIED FINANCIAL PLANNER™ and CERTIFIED PRIVATE WEALTH ADVISOR™ certifications.
Todd and his wife, Chelsea, live in Tigard with their children, Quinn, Carson, and Claire. They are very active in their kids' sports, either coaching or cheering from the sidelines. When not on a field or court, Todd enjoys all things outdoors, such as camping, backpacking, fly fishing, golfing, and bow hunting. Todd serves on the board for Tigard Diamond Sports and is a finance committee member for Rose Haven.