As Co-Founder and Managing Partner of Sonoma Allocations, Todd brings over 20 years of experience in guiding families through the complexities of wealth with clarity, care, and enduring integrity. His approach is rooted in foundational investment principles yet always tailored. Every client relationship begins with understanding their goals, their values, and their vision. From there, Todd designs personalized strategies that align financial plans with life’s most meaningful milestones.
Known for making sophisticated planning concepts feel approachable, Todd helps clients navigate everything from market cycles to multigenerational legacy planning. His goal isn’t just performance; it’s peace of mind, purpose, and partnership.
Todd’s career began at Citibank and continued through leadership roles at Wachovia and Wells Fargo Advisors, where he refined his expertise in investment planning. A move to the boutique advisory space allowed him to fully align his practice with a more client- centered model—first at Sonoma Wealth Advisors, and later as a founding partner of Sonoma Allocations. Today, he leads the firm with a focus on intentional legacy-building, multi-generational guidance, and the highest standard of personalized service.
A Sonoma County native, Todd lives in Santa Rosa with his wife, Jessie, and their three children – Keeley, Kaleho, and Kendrick. He holds a bachelor’s degree from Cal State East Bay, is a CERTIFIED FINANCIAL PLANNER™ professional, and has completed extensive professional study in modern portfolio theory and asset allocation.
Away from work, Todd enjoys hiking, playing guitar well, and playing golf poorly.
