Using a consultative approach, I seek to gain a deep understanding of Advisors’ key challenges and then assess where I can add the most value in the relationship. I focus on helping Advisors enhance their clients’ portfolios, scaling their operational structure, and delivering an exceptional client experience. I enjoy using both my technical knowledge and interpersonal skills to effectively communicate and influence positive decisions with Advisors.
I live in San Jose with my wife, two daughters, and dog, and enjoy regularly hosting friends and family for barbeques. I played ice hockey through college, but hung up the skates a few years ago, and these days Orange Theory Fitness helps keep me fit. When time allows, I always enjoy a round of golf.
As a Regional Director, Tim serves as the central point of contact for Advisors growing and/or optimizing their practice with Loring Ward throughout California, Nevada, and Alaska. Tim focuses on helping Advisors enhance their clients’ portfolios, scaling their operational structure, and delivering an exceptional client experience.
Tim has been with Loring Ward since 2008 and has over a decade of experience in financial services with roles in relationship management, business consulting, financial planning, and research. Prior to joining Loring Ward, Tim worked at Vanguard in their participant services and brokerage groups. Tim holds Series 7, 6, and 63 licenses and earned his Certified Financial Planner (CFP®) designation. He graduated from the University of Arizona with a BA in Political Science and holds a Certificate in Personal Financial Planning from UC Santa Cruz.