Tim began his career in 1983 with Piper Jaffray & Hopwood. He remained with the firm until it was purchased by UBS Financial Services in 2006 and then moved his practice to RBC Wealth Management in 2017. He was the branch director at both UBS and RBC Wealth Management for 25 years. With his time in the industry, he has experience in all facets of the wealth management business.
Tim graduated from Buena Vista University in 1979 with a degree in finance and banking. He passed the Series 3, 7, 8, 63 and 65 securities exams, and holds his SIE and insurance license. In addition, Tim is a member of the Portfolio Focus Group. He is active within the community, and is a past president of Sacred Heart's Finance Committee and Capital Campaign. Tim and his wife, Linda, have two sons, Matthew (Catherine) and Mitchell (Ana), and five young grandchildren, Shepherd, Caroline, Maria, Julia, and Henry.
In his free time, Tim enjoys spending time with his family, as well as golfing, hunting, fishing, and traveling.