About
Tim
Tim considers it a privilege to help individuals and families make thoughtful financial decisions that can positively impact their lives and create a lasting legacy for future generations.
Taking a highly personalized and consultative approach, Tim works closely with clients to understand their goals, values, and priorities. He combines technical expertise with clear communication to help clients make confident decisions across a range of planning areas, including tax planning, investment management, retirement planning, concentrated stock and stock options, and multigenerational wealth planning.
Tim and his wife, Ashley, live in Danville, California, with their three children and mini Goldendoodle. Originally from Malvern, Pennsylvania, he remains a devoted Philadelphia sports fan and enjoys spending time with family, volunteering in the community, and staying active through pickleball, golf, softball, bocce, and ice hockey.
Education and Professional Milestones
- University of Arizona – bachelor’s degree
- Received certificate in personal financial planning from UC Santa Cruz
Tim considers it a privilege to help individuals and families make thoughtful financial decisions that can positively impact their lives and create a lasting legacy for future generations.
Taking a highly personalized and consultative approach, Tim works closely with clients to understand their goals, values, and priorities. He combines technical expertise with clear communication to help clients make confident decisions across a range of planning areas, including tax planning, investment management, retirement planning, concentrated stock and stock options, and multigenerational wealth planning.
Tim and his wife, Ashley, live in Danville, California, with their three children and mini Goldendoodle. Originally from Malvern, Pennsylvania, he remains a devoted Philadelphia sports fan and enjoys spending time with family, volunteering in the community, and staying active through pickleball, golf, softball, bocce, and ice hockey.
Education and Professional Milestones
- University of Arizona – bachelor’s degree
- Received certificate in personal financial planning from UC Santa Cruz