Prior to starting Pacific Crest Planning, Todd served as the regional manager for Country Financial. He was responsible for recruiting and training new financial and insurance agents and managed multiple offices in multiple locations throughout Eastern Washington.
As Todd’s career as a financial advisor matures, he continues to work with a core group of clients that is very special to him. Over the last few years, he has transitioned his career to focus more and more on his ultimate passion of philanthropy and education. Todd has served on the board of many non-profit organizations and has a strong desire to assist non-profit organizations fulfil their important philanthropic missions to make an important impact in the world.
Todd heads up The Prosperity Initiative, Pacific Crest Planning’s philanthropic arm. He works with charities and non-profit organizations locally and nationally to assist them in setting up systems for sustainable, consistent, and automated fundraising. He has worked closely with American Legion and Humane Society to build their own perpetual endowment.
In addition to being an officially diagnosed “workaholic,” Todd is a dedicated father and family man to his son and daughter. He enjoys the outdoors and spends time camping, boating, fishing, hunting, and an occasional round of golf.