The Pinnacle Private Advisors Team


Senior Financial Advisor

As a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNE​R™ professional, Tim provides advanced financial planning and investment management strategies to successful individuals and owners of closely-held businesses. Tim prides himself on offering fiduciary advice to his clients.

He embraces getting to understand how each family has a unique set of goals, circumstances, and objectives that need special attention and care. He brings together all of the client’s trusted advisors to maximize the outcome of the plan and provides guidance when there is a need to add additional team members when appropriate.

Tim has experience helping families with advanced college planning and pre-retirement planning, two things that commonly go hand-in-hand. Through this experience he broadened his skillset in helping families develop comprehensive financial plans including, but not limited to, tax mitigation strategies, estate planning, and personalized investment management.

Tim is a graduate of The W.P. Carey Business school at Arizona State University, where he earned his bachelor degree in Marketing. He resides in Del Mar, California with his wife Meghan, son Grant, and their two pug-mixed pups. Tim and his family enjoy being at the beach, trying new restaurants, and attending Padres games.