Todd consults with business owners, plan sponsors and fiduciaries to manage their qualified retirement plans and coordinate employee education. He also works with individual clients to provide customized financial plans and investment management.

Todd graduated from Oregon State University with a Bachelor of Science in Accounting. He worked for PricewaterhouseCoopers in Portland, Oregon, in their Assurance and Business Advisory Services and at Intel Corporation as a Senior Treasury Accountant. Todd is a licensed Certified Public Accountant in the state of Oregon and is a CERTIFIED FINANCIAL PLANNER™ professional. Todd currently serves on the Board of the Eugene Estate Planning Council as Secretary.