Focus
Tim assists clients and his fellow team members in all operational needs. He strives to provide clients with clarity and peace of mind through listening, researching, and delivering concise and informative answers and solutions.
Background and Experience
Tim began his career in the financial services industry when elected by fellow students in 2002 to oversee finances of the Whitworth University student union in Spokane, WA where he graduated with a B.S. in Computer Science and Business Management.
Tim was born and raised in Oregon and graduated first in his class from Aloha High School in Beaverton.
Tim’s passion for helping others developed during his role as Financial Vice President for the Student Union while at Whitworth University. After joining The Planning Group of the Northwest in 2016, Tim passed the Certified Financial Planner® exam in July of 2022. Tim currently holds the FINRA Series 7 and 66 licenses since 2006, as well as the Series 9 & 10 supervisory registration since 2012.
His comprehension of operational processes and his desire to understand various aspects of a situation so he can accurately communicate the solution to clients and colleagues make him an invaluable member of our team and a resource to clients.
Personal Life
Tim lives in Anchorage with his wife, Melissa, and their two children, Jonathan and Anna. He is actively involved in his community and volunteers in his church. He enjoys spending time with his family, biking, hiking, and playing the guitar.