12256 Southwest Millview Court
Todd brings over 20 years of experience in financial consulting and is the owner and founder of Next Steps Wealth Management. His CFP® designation was important to achieve because of the rigorous standards, principles, and professionalism outlined in the CFP® code. His advice to his clients is delivered with those same principles and always with a focus on financial planning.
Todd takes the time to understand each of his client’s goals and priorities before making a recommendation. With a plan in place, he stays in contact with his clients to understand how changing economic and market conditions affect their lives and finances.
Todd was born and raised in the “Palouse Country” of eastern Washington state. He attended Pacific University in Forest Grove, earning his Bachelor of Arts degree in Business and Economics.
Todd and his wife, Kyong-ae, reside in Tigard, Oregon. They enjoy hiking, gardening, golfing, and exploring Oregon Wine Country.