Tim is a dedicated financial advisor who helps individuals and families navigate life’s financial complexities with clarity and confidence. With over 25 years of experience in the financial services industry, Tim brings a deep well of knowledge and perspective to every client relationship—guiding them through changing life stages, economic shifts, and personal challenges with steady support and thoughtful planning. 
He specializes in working with developing families, individuals and families with medical and physical special needs, and those in their post-retirement stage of life. His approach is rooted in education, empathy, and empowerment, ensuring each client feels supported and understood. 

Tim partnered with Equitable Advisors in 2012 to deliver personalized planning solutions tailored to both immediate needs and long-term goals. In 2025, he joined River Run Wealth Advisors, aligning with a team of professionals who share his commitment to client-centered service and holistic financial guidance. 

As a Credentialed Holistic Financial Coach, Tim is dedicated to helping clients make informed decisions that reflect their values and life goals. He is currently pursuing his ChSNC® (Chartered Special Needs Consultant) designation to deepen his expertise in supporting families with unique planning needs. 

Born and raised in the Seattle area, Tim holds a Bachelor of Science degree from Western Washington University. Outside of work, he enjoys golfing, watching football, and staying active through a variety of sports. Most importantly, he values time with his wife and their three children, creating memories through travel, live events, and family adventures. 

Firm Description

Like a river, your financial path is ever-flowing, and we are here to navigate its twists and turns with you, ensuring every decision aligns with your broader vision for the future. We bring together all the pieces of your personal and financial lives to create a realistic and approachable plan for the future.

Whether you run a business, have a family, or just need wealth management guidance for yourself - we provide financial strategies that can adapt to your changing needs and the evolving life you live.

We work with a select number of individuals, families, and business owners around the country.  For us to work successfully together we must have a mutually rewarding relationship. We have to select our clients, and they have to select us. 

• While our services can benefit just about anyone in need of financial guidance, our “ideal” clients share the following characteristics:
• They are genuinely nice, communicate and interact easily, and have a sense of humor
• They recognize that wealth of any size can create issues, challenges and complexities
• They have a handle on their matters, but value the advice of a professional
• They do not have the time or inclination to manage wealth on their own
• They have a specific, time-sensitive need

Hours

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