Tim focuses on delivering customized solutions to families, corporate executives, and business owners facing complex financial situations. Utilizing an integrated wealth management strategy to address his clients’ goals, Tim designs comprehensive plans targeted to the unique needs and circumstances of each individual. Tim’s customized financial plans and his dedication to ongoing client education bring simplicity and clarity to resolving financial issues. Periodic review and ongoing monitoring facilitate the implementation of action plan items, enabling clients to focus their time on business and family.
Tim is licensed as a Registered Representative with Kestra Investment Services, LLC, and an Investment Advisor Representative with Kestra Advisory Services, LLC. He holds himself to a fiduciary standard, which means he is obligated to put the best interests of his clients first. This is a personal belief as well as a professional requirement of being a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary professional.
Tim is active in the Northeast Tarrant County community connecting with other professionals and supporting non-profits and youth athletics. Believing in the importance of giving back, Tim has served on boards and has donated his support to local non-profit organizations.