Overview
Tim helps clients develop comprehensive, personalized financial plans based upon their unique goals and priorities. Tim works with a diverse clientele, from business executives and physicians to engineers and others – both in the wealth accumulation phase of life and in retirement. He is committed to advising clients as a fiduciary.
Tim joined QuadCap in 2020. Prior to this, Tim was on active duty in the United States Army as a commissioned officer for nine years. He served two combat tours in Afghanistan. In addition to this, he often found himself using his financial planning education to provide counsel and assistance to his fellow service members.
Before his transition from active duty, Tim was chosen to lead the Fort Carson Military Volunteer Income Tax Assistance site where he supervised 22 soldiers who prepared over 4,000 returns during the filing season. Tim maintains his military service in the Army Reserves as a Major, working in conjunction with a civilian federal agency.
Outside The Office
Tim and his wife Erika live in Prosper, Texas where she works as a certified personal trainer and teaches hospitality classes at a local community college. They love spending time with their daughter Lily, bloodhound Zia, and basset hound Rufus. As often as possible, they are outdoors hiking, traveling, and finding new and exciting foods experiences. They are well on their way to visiting all 89 Texas State Parks and eventually, the National Parks.