Todd is dedicated to providing personalized private banking solutions to high net worth individuals and business owners in the Pacific Northwest. While some advisors push their own agenda, Todd does the opposite by building strong relationships with each of his clients to truly understand the meaning behind their goals and aspirations. The solutions he brings to the table are catered towards each unique client while working closely with the greater Wealth Management team to bring holistic guidance for a more well-rounded portfolio.
Todd started his career in 2004 as a bank teller and quickly worked his way up. He loves helping people turn their dreams into realities. When he’s not helping clients, he’s out in his community volunteering as a Rotarian with Kruse Way Rotary Club. He also spends every spare minute outdoors fishing and camping with his wife, daughter and two sons.
Check the background of this investment professional on FINRA’s BrokerCheck.