Tim is a dedicated financial advisor who helps individuals and families navigate life’s financial complexities with clarity and confidence. With over 25 years of experience in the financial services industry, Tim brings a deep well of knowledge and perspective to every client relationship—guiding them through changing life stages, economic shifts, and personal challenges with steady support and thoughtful planning.
He specializes in working with developing families, individuals and families with medical and physical special needs, and those in their post-retirement stage of life. His approach is rooted in education, empathy, and empowerment, ensuring each client feels supported and understood.
Tim partnered with Equitable Advisors in 2012 to deliver personalized planning solutions tailored to both immediate needs and long-term goals. In 2025, he joined River Run Wealth Advisors, aligning with a team of professionals who share his commitment to client-centered service and holistic financial guidance.
As a Credentialed Holistic Financial Coach, Tim is dedicated to helping clients make informed decisions that reflect their values and life goals. He is currently pursuing his ChSNC® (Chartered Special Needs Consultant) designation to deepen his expertise in supporting families with unique planning needs.
Born and raised in the Seattle area, Tim holds a Bachelor of Science degree from Western Washington University. Outside of work, he enjoys golfing, watching football, and staying active through a variety of sports. Most importantly, he cherishes time with his wife and their three children, creating lasting memories through travel, live events, and family adventures.