VP, Sr. Private Bank Relationship Manager
Todd has been dedicated to helping families and business owners navigate their financial lives in Sacramento, California for over 15 years. As a past business owner himself, he has vast experience with starting, growing, and selling a successful company. He brings that same approach to his clients, helping them protect and grow their finances to ensure their legacy is secure for years to come. What makes him passionate about this work is truly getting to know his clients to create unique, holistic solutions and advice.
Todd shares his financial wisdom with his community, too. He volunteers with four different boards including Sacramento’s Children’s Home, California State Railroad Museum Foundation, California Automobile Association, and Sierra Oaks Neighborhood Association. And he spends every spare minute with his wife Jennifer and their two boys, Eli and Noah—active with youth sports and traveling as much as they can.
Check the background of this investment professional on FINRA’s BrokerCheck.
CA Insurance License #0I26506