Timothy specializes in delivering tailored financial strategies to high-net-worth individuals and families. With a deep understanding of economics and a client-centered approach, he integrates financial planning, investment management, tax optimization, and estate structuring into cohesive plans that help clients preserve generational wealth, navigate business succession, and maximize philanthropic impact.
He is a graduate of Brigham Young University, The University of Texas at Austin, and The American College of Financial Services, holding degrees in Economics and Mathematics, a Master of Philosophy in Economics from NYU Stern, and CERTIFIED FINANCIAL PLANNERTM and Chartered Financial Consultant® professional certifications. His career includes leadership roles at LPL Financial and Elevánt Wealth, where he developed strategic tools, led advanced planning initiatives, and collaborated with estate attorneys and tax consultants. His contributions to macroeconomic research and monetary policy have earned him multiple awards and fellowships.
Clients appreciate Timothy’s ability to simplify complex strategies and provide actionable insights that foster clarity and confidence. He finds fulfillment in helping individuals move from financial anxiety to peace and control, empowering them to manage their wealth in pursuit of their dreams.
Outside of work, Timothy is actively involved in his faith community through his church. He enjoys composing music, playing piano and organ, writing novels and poetry, and spending time with his large and lively family. Whether hiking, playing volleyball, or enjoying board games and movies, Timothy brings warmth, curiosity, and thoughtful conversation to every interaction.


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