Tim serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Tim practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning. His approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.
Prior to joining Creative Planning, Tim was the President of an independent registered investment advisory firm. Tim started his own firm because he believed from his years working in a large brokerage house that his clients were not getting a true fiduciary investment experience. In 2005, he authored The New Fiduciary Standard, published by Bloomberg Press, which outlined the widely accepted method for ensuring that advice to clients fulfills the letter and spirit of a fiduciary’s duties.
Tim received his Bachelor of Science in Business Administration from the University of Arizona, with an emphasis in finance. He is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. He also holds the Accredited Investment Fiduciary® designation as designated by Fi360.
Tim and his wife, Jen, have two children – Heidi and Hudson. They are active in tennis, golf, hiking, surfing and all things outdoors.
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