Now in his seventh decade, Tim's seen a lot. That's both in life and on Wall Street. He's still having fun. And, he never plans to retire. What he enjoys most is the daily dialogue with clients. There, he gets to share the wisdom and good judgment that he believes is only acquired through experience.
There's no substitute for experience. It's a process you can't shortcut, especially when you consider the unpredictability and volatility in the financial world and the speed at which things change today. And, because of that fast pace, we communicate with our clients daily, through our "Morning Call."
Tim began his financial career in 1982. He specializes in fixed income investments, asset allocation and portfolio management. Tim works primarily with high net worth individuals and families, Bank Trusts, and Registered Investment Advisors. His practice is national. He's registered in 40 of the 50 states, and holds Series 7 and 63 licenses. Originally from the Midwest, Tim earned his degrees at Yale College (BA) and the University of Michigan (MBA). He became a CPA in 1973. Currently, he serves on the Orange County, CA Treasurer's Advisory Committee. Tim and his wife, Meredith are long-time residents of Coto De Caza, CA. Both enjoy playing golf with friends and as a couple. They have three adult children, four grandchildren and two golden retrievers.
Registered States:
AZ, CA, CO, CT, FL, ID, IL, IN, MA, MD, MI, MN, MO, NV, NY, OR, PA, SC, SD, TX, UT, VA, WA, WV, WY