Todd joined our firm in 2016, to provide financial planning and assist with our wealth management services. Todd earned his bachelor’s degree in Business Administration with a Concentration in Finance from the University of Washington. He worked for 14 years in the brokerage industry, where he learned the ins and outs of securities trading. In 2012, Todd became a CFA charter holder. In 2018 he earned the CFP designation and is currently a Registered Investment Advisor.