Prior to establishing his career as a financial advisor Tim served for 30 years in the United States Navy and retired in 2010 as a Captain.  He joined California Wealth Transitions after working at Merrill Lynch for two years.

Regarding his career transition, Tim says: "I have always enjoyed getting to know and help people overcome their financial life challenges.  My clients benefit particularly because I collaborate with their tax and legal advisors to develop customized client solutions.”

Tim holds a Chartered Retirement Planning Counselor designation, or CRPC®, from the College for Financial Planning. This designation recognizes Tim’s focus on helping clients prepare for retirement.

Serving the local community is an essential part of Tim’s life. He is a member of San Diego Nice Guys, a nonprofit helping local families and individuals who have fallen on tough times.  Since they first began in 1979, Nice Guys donations have been in excess of $14.7 million for families and individuals in San Diego County. There is no overhead, offices, or paid staff.

​In his free time, Tim enjoys swimming, cycling, Yoga and traveling.  He and his wife, Wanda, have three grown children and two Yorkshire Terriers named Zola and Zeus.