Tim has over 25 years’ experience in the financial sector with stints at global financial firms, insurance companies and banks while working for both institutional and individual clients. This gives him the depth of perspective required to be an effective advocate for CORDA clients and to help them make good decisions as they navigate the increasingly complex personal financial marketplace.
Tim holds a BA in Economics from the University of Florida and a Project Management Certificate from UCLA. He and his wife – and usually two or three rescue dogs – live in Austin. They have two sons, both currently pursuing graduate degrees.