todd

Todd K. Newell

Investment Advisor Representative

Todd is the newest addition to the Miller Financial Group, LLC team, but comes to us with one of the most unique skill sets on the team. Todd brings a diverse background to the financial planning field with 30 plus years of experience in non-profit management, employee benefits planning and charitable estate planning.

Todd joined Miller Financial Group, LLC after a 9 year stint as the Finance and Business Manager for his church. During his time there, the organization expanded to include 3 citywide campuses with over 50 full-time employees. Todd oversaw the budget for all 3 church campuses, managed the HR and IT departments and was responsible for Risk Management and Legal.

Prior to his tenure as a church staff member, Todd spent over 20 years in various areas of the Financial Services industry and developed an expertise in the non-profit world as a Charitable Giving and Estate Planning professional. He held positions with 2 non-profits, his alma mater, George Fox University, and a local hospital working with high net worth donors utilizing gifting strategies focused on complex tax savings techniques that benefitted both the donor and the charities.

Todd has been married 34 years to his college sweet heart and best friend, Danita. Todd and Danita have 3 married children, 3 grandchildren and 2 on the way. They both love spending much of their free time being grandparents.

In his spare time, Todd is an Elder at his church and is actively involved in several non-profits doing humanitarian work both locally and globally. He loves running and has completed 2 half marathons. He also enjoys exploring Oregon with his wife on long drives, camping trips and weekend getaways to the beautiful Oregon coast.