Todd is dedicated to serving his client's financial needs through a professional relationship based on trust, integrity, respect, and results. From job changes and retirement, to dealing with sudden wealth or the loss of a loved one, Todd helps his clients through their life-changing moments by focusing on their individual needs and goals. With more than a decade of industry experience, Todd is prepared to guide his clients through unfamiliar times, while helping them meet the goals of creating, maintaining or transitioning wealth. In addition, he works with companies of all sizes to establish and manage a variety of retirement plans.
Todd started his career as a Financial Advisor in 2006 with Merrill Lynch in Seattle where he obtained his Series 7, 63 and 65 securities registrations, as well as his Life and Disability Insurance Licenses. He further developed his investment and planning acumen by successfully obtaining the Chartered Retirement Planning Counselor (CRPC ® ) designation through the College for Financial Planning. Starting his career in the investment world during some of the most turbulent markets since the Great Depression also helped influence and shape Todd's investment philosophy and how he works with his clients.
After working as a plumber to pay his way through college, Todd is now an enthusiastic do-it- yourselfer. Much of his free time is spent completing remodeling and landscaping projects at his home.
Todd and his wife, Heidi, have been together for 20 years. They enjoy boating, snow sports, travelling, and everything about the Pacific Northwest. Todd also enjoys being active, having completed many half-marathons and other events including the Seattle to Vancouver, B.C. bicycle ride and the Seattle to Portland Bicycle Classic five times.