About Tim
Tim considers it an important calling to help people make smart financial decisions that positively affect their lives and may be felt across multiple generations.
Using a consultative approach, Tim gains a deep understanding of his client’s key challenges in assessing where he can execute the most value in the relationship. His years of experience and education have lent him the strong ability to balance technical knowledge with interpersonal skills to effectively communicate and influence positive decisions with the clients he serves across a range of disciplines, including financial life planning, investment management, retirement planning, and next-generation planning.
Tim and his wife Ashley, who he met in college, live in Danville, California. They have two daughters, Taryn and Presley, and a son, Weston, as well as a Goldendoodle named Sampson.
Tim grew up in Malvern, Pennsylvania, and remains a Philadelphia sports fan. Golf and fitness are two of his favorite hobbies.
Education and Professional Milestones
- University of Arizona – bachelor’s degree
- Received his certificate in personal financial planning from UC Santa Cruz
- Joined Focus Partners Wealth through the firm’s 2018 merger with Loring Ward
Tim considers it an important calling to help people make smart financial decisions that positively affect their lives and may be felt across multiple generations.
Using a consultative approach, Tim gains a deep understanding of his client’s key challenges in assessing where he can execute the most value in the relationship. His years of experience and education have lent him the strong ability to balance technical knowledge with interpersonal skills to effectively communicate and influence positive decisions with the clients he serves across a range of disciplines, including financial life planning, investment management, retirement planning, and next-generation planning.
Tim and his wife Ashley, who he met in college, live in Danville, California. They have two daughters, Taryn and Presley, and a son, Weston, as well as a Goldendoodle named Sampson.
Tim grew up in Malvern, Pennsylvania, and remains a Philadelphia sports fan. Golf and fitness are two of his favorite hobbies.
Education and Professional Milestones
- University of Arizona – bachelor’s degree
- Received his certificate in personal financial planning from UC Santa Cruz
- Joined Focus Partners Wealth through the firm’s 2018 merger with Loring Ward