Todd’s passion for his work is obvious. He believes EP Wealth’s success is rooted in the solid planning relationships they’ve cultivated with their clients. Being there for clients is why he continues to feel challenged and energized by his job. And the feeling is mutual. By all accounts, Todd is known for his calm, fair perspective and sound leadership.
Helping people meet their goals is something Todd gets excited about, which is why he helped start Soundmark Wealth Management before joining forces with EP Wealth.
Todd earned a B.A. in Accounting and Finance from the University of Washington and an M.A. in Taxation from Golden Gate University. He is also a CPA and a CERTIFIED FINANCIAL PLANNER™.
When he’s not in the office, Todd likes to travel with his family, golf, hike, and enjoy a good book.
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