About Tim

Loyal Support, Trusted Advice

Tim spent much of his youth on his family's citrus ranch in Moorpark. During citron harvesting season, he'd often work from 7 a.m. till 10 p.m., developing a strong work ethic that defines his professional life today.  


Today, with more than a quarter-century of accounting and wealth management experience, Tim helps business owners plan to harvest the most financial reward for their years of hard work. Tim is always ready to roll up his sleeves and do what needs to be accomplished so the job is done right. This includes providing you with the personal service and support you need to plan for tomorrow's independence.


Away from work, Tim plays as hard as he works;  he loves to surf and play tennis. He also believes in giving back to the community, and has served as past President of the local Rotary.



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