Tim is a CERTIFIED FINANCIAL PLANNER™ professional who has been serving the needs of his clients for more than 26 years. He received his Bachelor of Business Administration degree in finance from the University of Texas at Austin in 1993. Tim’s investment philosophy is centered around patience and discipline. This, coupled with his vast knowledge of asset allocation, allows him to be an effective advisor. Tim is committed to long-term planning while assisting clients by identifying and establishing their lifetime goals such as retirement, education and estate planning. Then, he and his clients develop a comprehensive plan to oversee that the most appropriate solutions are consistent with their specific objectives.
When not assisting clients, Tim enjoys spending time with his wife, Kelly, and their children, playing soccer and attending UT football games. In addition, Tim volunteers his time to his fraternity, Alpha Tau Omega, and serves on the board of the Eanes Education Foundation.