We know you by name, not by account number.
Inspired by the Japanese translation of our founder’s name, Koyama, or “little mountain,” our practice is small and agile by design.
Our size is our strength. It allows us to build meaningful and unique, personal relationships with our clients. They know they can rely on us because we’re deeply committed to their success.
Meet your advisory team.
Todd Koyama
CFP® | Wealth Advisor
Todd has over 25 years of professional experience in financial planning and private banking. He holds a bachelor’s degree and MBA from Gonzaga University.
As a CERTIFIED FINANCIAL PLANNER™ professional, Todd seeks to deliver exceptional service while building lifelong relationships with clients and their families.
He and his wife Nicole have enjoyed raising their two children in Spokane, Washington. Their hobbies include mountain biking, swimming, reading, music, and grilling hotdogs for their entire neighborhood at least once every summer.
Stacy Smith
Client Relationship Associate
A Spokane native and Central Valley High School graduate, Stacy has held several roles in education, most recently as an administrative assistant at the College of Western Idaho. With a talent for planning and organization, she keeps the office running smoothly.
Stacy loves connecting with people and is committed to helping clients reach their retirement goals. Outside of work, she enjoys biking with her husband around Coeur d'Alene, spending time with her three adult children, and pampering her lap dogs.
Small team, big network.
Get personalized service from a dedicated team that’s backed by an expansive network of specialists.
Stewardship Concepts Financial Services
We provide advisory services through Stewardship Concepts Financial Services, LLC, a registered investment adviser (RIA).
Schwab Advisor
Services
We manage your portfolio, while Charles Schwab acts as the third-party custodian that holds your assets and processes transactions.
Outside
Specialists
We coordinate with outside tax, legal, and insurance professionals to make sure you get support for every area of your financial life.
