Tim received his BBA/Bachelor of Business Administration in Accounting at Texas A&M University, Corpus Christi. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ (CFP®), and a licensed California attorney with a JD/Juris Doctorate of Law from William Howard Taft University.
Tim has earned the honor of being a leading* advisor with broker dealers and organizations he has been affiliated with year after year. He is a regular speaker and has authored numerous articles on topics ranging from pension planning to estate tax.
Strengthening his community is important and he has devoted a significant amount of his time as a board member and volunteer for various non-profit organizations, including Sacramento Country Day School, the Good Samaritan Rescue Mission and various church and mission organizations.
Tim and his wife Andrea have been married for over 30 years and have two daughters, Jessica and Morgan. His hobbies include spending time with his family, golfing, bicycling, reading and participating in winter sports.
*based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients.