CEO / Financial Advisor
Todd’s passion for investing goes way back. When he was just a middle schooler, his grandfather gave him shares of Roseville Telephone Company. He was instantly hooked. What started as a hobby grew into a career in 1999 when Todd began working as a financial advisor for a major brokerage firm. Todd’s passion led him to start his own practice in 2004, which eventually became Momentous Wealth Management.
Todd believes Momentous Wealth Management’s difference stems from the passion that every member of the team shares for the work. “I love the fact that I get to come to work every day and make a real impact in people’s lives. It is a blessing to have a career where I can help people directly every day. Investing is a passion of mine and one of my favorite hobbies even when I’m not at work so it is so great to be able to marry my passion and use it for good in helping our clients navigate their finances.”
Education
B.S. in Business Administration, Washington State University, Magna Cum Laude
Accredited Asset Management Specialist
Series 7 and 66 securities licenses
Todd’s Momentous Advice
The very famous investor Warren Buffett said, “When the tide goes out, you can see who has been swimming naked.” It has so many applications to the way we run our business.
Background
Check Todd’s background on Investment Advisor Public Disclosure.
Community Involvement
Past Board Chair and current Board Member at King’s Way Christian Schools
Head Baseball Coach of the King’s Way Christian Varsity Baseball Team
Host at Northwest Gospel Church Westside Campus
Outside the office, you’ll find Todd…
Being as active as possible! I love golf, tennis, pickleball, running, weight training, and hiking around the PNW and Arizona. I love taking the boat with the family or friends and Wake Surfing. Come spring, you'll find me on the diamond coaching the King’s Way High School Varsity Baseball team. My wife, Kristy, and I love to travel whenever we get the chance, and we never miss a chance to cheer on our daughter Macie on the soccer pitch or golf course for King’s Way Christian High School.
The Thing(s) You Need to Know About Todd Is…
I’ve been married to my wife Kristy, who I met at Prairie High School, since 1999. We have three kids: Aiden, Isaac, and Macie. I’ve called Clark County home since I was three years old.
