Tim specializes in providing financial advice and investment management services to individuals as they pursue their financial goals. He also provides tax preparation and planning services to individuals, small businesses, and estate/trusts.

Tim is a graduate of Biola University with a degree in Business Administration with an Accounting Concentration. He is an Enrolled Agent with the Internal Revenue Service and holds the Certified Financial Planner(CFP)® designation. He is also an Investment Advisor Representative through Avantax Advisory Services, Inc.

Tim is a member of the National Association of Enrolled Agents and California Society of Enrolled Agents. He also serves in several leadership roles in his church and other community organizations.