Kirkland, Washington
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. 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. 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. When he’s not in the office, he likes to travel with his family, golf, hike, and enjoy a good book.
M.A. Taxation - Golden Gate University
B.A. Accounting and Finance - University of Washington
