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 obtained his FINRA Series 7 license, held through LPL Financial and his Series 66 license, held through Mariner Independent Advisor Network. 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, seeking to create a greater chnace of financial success for his clients.