I’m Todd, a financial advisor based in Vancouver, Washington, with over three decades of experience helping individuals, families, and business owners create financial clarity and confidence. I believe that great planning isn’t just about numbers—it’s about understanding what matters most to you and building a roadmap that supports your life today and your goals for tomorrow. Whether you’re preparing for retirement, navigating investment decisions, or looking to strengthen your long-term financial strategy, I’m here to provide guidance, structure, and a partnership you can count on.I’m Todd, a financial advisor from Vancouver, Washington. My career spans over 30 years , and I have earned success in both the Retail and Corporate parts of the investment community.
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Vancouver, WA
My clients are never treated like a number or passed through a standardized process. I take the time to understand what makes each person or business unique, and I work to create a planning experience that reflects that.
How can I help?
Retirement Planning
Investment Management
Risk Management
Identify and address potential risks to help protect your assets in an ever-changing market landscape.
Financial Planning & Analysis
Monthly recaps on financial markets. Stay in the loop with Todd.
Get to know Todd
My career spans more than 30 years across the retail and corporate sides of the investment industry. Throughout that time, I’ve always been driven by one overarching goal: helping people make smart, informed financial decisions that support the life they want to live.
As a lifelong resident of the Pacific Northwest, I’m grateful for the community and experiences this region has given me—from my education to my personal and professional life. Outside of work, you can find me fishing, scuba diving, traveling, or enjoying a round of golf. These hobbies keep me grounded and remind me of the importance of living fully—something I aim to help my clients achieve financially.
I started my career working at a small regional bank, where I first discovered how much I enjoyed helping clients with their financial lives. Over time, it became clear that I wanted to take a more comprehensive approach to planning—one that wasn’t limited by the scope of a traditional banking environment. That led me into financial advising, where I could focus more deeply on long-term planning, investments, and guiding clients through meaningful milestones.
I serve a broad range of clients, from individuals and families to business owners and corporate retirement plan sponsors. My experience across the retail and institutional sides of the industry allows me to support everything from personal retirement planning to company benefit strategies. I enjoy the variety—each client brings a unique story, set of goals, and planning opportunities.
I hold both the Chartered Retirement Planning Counselor℠ (CRPC®) and Accredited Asset Management Specialist℠ (AAMS®) designations, which allow me to specialize in:
* Comprehensive retirement planning (pre- and post-retirement)
* Wealth accumulation and long-term financial strategy
* Investment selection and portfolio construction
* Risk management and retirement income planning
* Asset and wealth transfer strategies
My mission is to help clients build thoughtful, disciplined plans tailored to their personal goals, risk tolerance, and timelines.
My clients are never treated like a number or passed through a standardized process. I take the time to understand what makes each person or business unique, and I work to create a planning experience that reflects that. My approach is highly personal, hands-on, and grounded in consistent communication and follow-through. I strive to exceed expectations by delivering clarity, education, and strategic guidance at every step.
My favorite part is helping clients define what financial success truly means for them and then building a plan that makes that vision achievable. Every client has different goals, challenges, and priorities, and I genuinely enjoy the process of uncovering those details and turning them into real strategies. Seeing clients gain confidence and meet milestones is the most rewarding part of my work.
Savvy offers more options, especially on the technology side, to fulfill clients needs, and that ultimately enables me to spend more time where it matters most: meeting with clients, providing advice, and helping them navigate their financial lives with clarity and confidence.
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