Tim brings a unique background and skill sets to his role as a relationship manager, spending over 30 years in roles ranging from asset-based and leveraged financing to corporate and investment banking. He’s results driven, delivering a holistic suite of products and services for wealth and trust planning, advanced estate planning, risk management, and custom credit. Spending time to fully understand each individual and family dynamic gives him an upper hand to help guide his clients on a successful financial path. He also works closely with internal and external partners, to help his client’s goals and dreams come to life.
Tim’s been a member of the Bay Area community for his entire life, and he likes it that way. He is dedicated to supporting locally owned businesses through his involvement with the Bay Area Council and other organizations focused on helping to strengthen the economy and improve quality of life for all members of the Bay Area community. He also embraces the diversity of his community, volunteering with the Mill Valley Film Festival and enjoying the vast cultural arts scene.
Check the background of this investment professional on FINRA’s BrokerCheck.
CA Insurance License #0F52275