Director of Wealth Management and Planning
Tim grew up working in his grandfather's California citrus orchards, and that is where he found both his love for hard work and his passion for the environment. Tim attended California State University of Northridge and graduated in 1981 with a Bachelor of Science in finance and investments. He started his service in the public accounting industry following graduation.
After seeing his clients' need for reliable financial services, Tim expanded his offerings in 2000 when he passed the FINRA Series 7 and 66 exams. He also holds Life Accident and Health insurance licenses. This duality of skills allows Tim to assist his clients as they navigate the effect that taxes have on investment and financial decisions, leading to greater financial success for his clients.
Tim enjoys spending time with his family and staying active by playing tennis, surfing, and enjoying the beach. Tim holds a special love for his community and the environment. He demonstrated this by serving as past President of the local Rotary, volunteering to clean up the beaches, and driving an electric car. He also believes in buying locally whenever possible and choosing items that won’t increase our landfill and end up polluting our oceans.