Tim got his start in the financial services industry in 2002.  As an investment adviser representative, he is dedicated to serving his clients with the fiduciary standard.  Tim is a pursuing the Chartered Financial Consultant (ChFC) designation and expects have that completed in 2020.

​

Tim is also a successful local small business owner and is active in the Carlsbad community.

 

Tim is a 27 year resident of Carlsbad.  He loves all that the Southern California outdoors has to offer including hiking, fishing, golf and rock climbing.  With a background in the health and fitness industry, he prioritizes staying in shape and enjoys making time to hit the gym.

​