Todd Caudle

Principal

When you meet Todd Caudle, one of the first things you’ll notice is he gets to the point quickly with a working style that is focused and direct. It’s a quality he developed while growing up in the logging industry in Prineville, Ore.

In his former position as a financial services manager overseeing Prudential’s various Oregon offices, Todd realized he could create a more tailored solution as an independent firm. Todd started his own company in 2006 and has been offering customized solutions backed by old-fashioned, boutique-style service and leading expertise.

When he’s not working, Todd enjoys relaxing with friends and family.

Julie Crabtree

Office Manager

Julie joined Todd’s team in 2017 as his office manager. With a background in law firm administration and finance, Julie is also a published author of young adult fiction. She enjoys fostering client relationships and takes pride in creating an efficient and organized office.

Julie grew up in a small town near Yosemite and attended University of California at Davis, graduating with a degree in English, and MTI Business College to become a certified paralegal. Julie spends her free time gardening, cooking, and hiking with her husband and two daughters.