With 19 years of experience in the industry, Tim has helped guide clients through many types of market environments. He creates comprehensive financial plans to help clients pursue meaningful goals in life, coordinating with a client’s other trusted advisors to help ensure harmony in financial matters. He is always honored when a client chooses to bring him into their inner circle, and relishes the opportunity to help people reach important financial goals and milestones in life, whether they are saving for a child’s education or retirement.
Tim specializes in serving the needs of business owners, corporate executives and retirees, though his clients come from all walks of life. He gets to know them on a personal level, striving to exceed their expectations with customized service.
He was previously affiliated with Raymond James Financial Services along with LPL Financial and ING Financial and is a founding partner of Columbia Associates Wealth Management Group.
Tim graduated from Oregon State University with a Bachelor of Science degree in communications. He currently holds Series 7, 63 and 66 registrations, the Accredited Investment Fiduciary ® (AIF) designation as well as insurance licenses in life and disability.
A native of Oregon, Tim moved back to Portland in 2000 after spending eight years in Boston and Los Angeles working in the television production business. Service to the community is important to Tim, and he has coached youth sports the past 20 years, including basketball, baseball and soccer. He is married to Molly; they have two children, Taylor and Connor. When he’s away from the office, Tim enjoys traveling, golfing, working out at the gym, and spending time with family and friends.