Scott’s journey in finances didn’t start with a love of dollars and cents. It began with a fondness for people.

After considering medical school, he decided to switch paths and help others in a different way: By understanding their goals and helping them be confident investors. That passion still burns bright, more than 45 years later. His longevity has taught him many things, but above all that money is a tool that enables different options and opportunities for his clients.

Serving Through Understanding

Some clients want to use their money as a tool to build a legacy of philanthropic giving. Others want to create a safety net that can last generations.

Those types of decisions are incredibly personal. This is why before the word “portfolio” is ever mentioned, Scott will sit down and have a one on one discussion revolving around what the word “money” means to you. This initial conversation is crucial.

It serves as the foundational understanding to better understand your objectives. In turn, it helps Scott serve you to the best of his ability by providing targeted financial advice and the knowledge you’ll need to make informed investment decisions.

A Process of Purpose, Planning and Patience

While Scott would never decide for his clients how they should spend their money, he knows the importance of giving wealth a purpose, making a plan for it, and most importantly: Being patient while that plan unfolds.

Life and circumstances can change, along with your objectives. That is why Scott prefers to have multiple touchpoints throughout the year to review not only your finances, but your life in general. These conversations generate the insights and mutual trust needed for genuine partnerships.

Scott’s knowledge places him in a select tier within Wells Fargo as a Private Wealth Financial Advisor. This recognizes his history of serving the specialized needs of high-net worth individuals, families and foundations.

Professional and Personable

Scott leads an active life outside of his office, resolving disputes between clients and firms as a FINRA arbitrator. He serves as a member of the Guardian/ Conservator Association of Oregon and the Estate Planning Council of Portland.

He also has a presence within his community, from building homes for Habitat for Humanity to rowing with the Willamette Rowing club. For fun, you’ll find him playing competitive SCRABBLE and juggling.

He and his wife live in Lake Oswego and are the proud parents of two adopted children.

CA Insurance License Number: 0A29272; Resident State: OR

Simply stated, Todd’s mission as a financial advisor is to help facilitate the life his clients want to live. This is an ongoing mission, and one he takes very seriously in fulfilling.

Above all, he wants his clients to feel more than comfortable about their financial future. He wants them to feel confident.

Faith. Family. Finances.

We all live by a personal hierarchy. Todd’s personal hierarchy is faith, family and finances. This approach to life not only influences the genuine devotion he brings to relationships, it also makes him mindful of the well-being of those around him.

His 25+ years in the financial industry position him well to offer tailored investing advice based solely on your objectives. And his real-world experience as a Navy pilot gives him a different perspective built on discipline.

Understanding Responsibility.

Knowing the Risks. Getting Results.

Those in the armed forces are responsible for the members of their squad. They go into every mission knowing the risks. Most importantly, they’re looking to provide results.

In Todd’s experience, the most important thing to identify is your goal—and doing what needs to be done right now to make sure you achieve your long-term objectives—all while controlling the risks involved.

This analogy also applies to protecting your family and its finances. You can expect Todd to provide level-headed thinking throughout the investment process and implement an investing strategy, one that you approve, that has the highest likelihood of succeeding.

Life’s Stages and Market Changes

Todd works with families of different life stages to make a comprehensive plan. To help you live the life you want, he uses his learnings of market performance to navigate potential downturns while positioning you for upside.

Actively Involved

Todd is happily married with four children. He and his family are prominent members of their church and participate in Young Life. You’ll also find them boating, salmon fishing, hiking and snow skiing near their home in Newberg, Oregon.

A Wealth of Opportunity

Todd welcomes the chance to meet with you, understand your specific situation, and provide the guidance you need to pursue your financial future with confidence.

CA Insurance License Number: 0H31604; Resident State: OR

CA Insurance License number: OM81967: Resident State: OR