Tim manages the financial affairs for families and businesses throughout Texas and select states. He understands the relationship between hard work and success. He appreciates his clients have worked hard to achieve success in their fields and he believes they deserve a financial advisor who will bring that same work ethic to managing their wealth. He focuses on building strong relationships and implements a comprehensive planning process to manage clients’ wealth by evaluating their whole financial picture then tailoring individualized wealth strategies for their goals. Tim offers an experienced perspective and strives to maintain a long-term relationship with his clients by staying committed to putting clients first, researching investment opportunities and following changes to wealth management strategies.
Upon graduation from Texas A&M Tim joined Raymond James as a financial advisor in January 2009, during the height of the Great Recession. He has earned the Wealth Management Specialist designation and is a member of the Raymond James Leaders Club.* In addition, Tim also has the Certified Exit Planning Advisor credential to help business owners build more valuable companies and develop a plan for eventually transitioning their businesses.
It is truly an honor when esteemed publications acknowledge the endeavors of our team in delivering exemplary services to our clients. Tim, alongside our esteemed practice, has garnered accolades in an array of publications at local, state, and national levels, including:
- Tim was recognized by San Antonio Business Journal for the 2024 40 Under 40 Award.** This award recognizes young professionals identified by the business journal as leaders in their industry who actively give back to their community.
- Tim was named to the 2024 edition of the AdvisorHub’s list of 250 Advisors to Watch (Under $1 Billion).*** The recognition focuses on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. Tim ranked 52 out of 1,1816 total nominations.
- Tim was named to the 2024 edition of the Forbes list of Top Next Gen Wealth Advisor Best-in-State.****He was one of only 77 selected in Texas and one of only four in San Antonio. With the average age for a financial advisor near 56, and near retirement, this ranking seeks to identify leading advisors in the next generation. There were nearly 45,996 nominations and 21,368 interviews for this award.
- 2025 AdvisorHub’s 100 Next Gen Advisors to Watch*****. The list recognizes top 100 next gen advisors across the United States.
Tim is a fifth generation Texan and grew up in Nacogdoches, the oldest town in Texas . Tim and his wife Heather enjoy participating in local activities and exploring the Texas Hill Country with their daughter. When he is not working or volunteering you can probably find him doing a woodworking project in his workshop.
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
**The San Antonio Business Journal’s 40 Under 40 Awards are presented to professionals under 40 years old who have demonstrated excellence in business, leadership, and community involvement. To be eligible, the nominees must be under the age of 40 as of 1/1/24, live and work in the San Antonio area, and cannot be a past 40 Under 40 honoree. Over 200 nominees were considered and 40 were recognized. The nominations are read and vetted by an internal group of editors and reporters at San Antonio Business Journal. This ranking is based upon the period from 01/01/2023 to 12/31/2023 and was released on 1/22/2024. This ranking is not based in any way on the individual’s abilities in regard to providing investment advice or management. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. San Antonio Business Journal is not affiliated with Raymond James.
***The 2024 AdvisorHub 250 Advisors to Watch under $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 250 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
****The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2024) included: 45,996 nominations for all rankings, based on thresholds, 24,832 invited to complete online survey, 21,368 telephone interviews, 5,176 in-person interviews at advisors’ location, 1,545 virtual interviews and 4,081 individuals considered and 1,621 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/23 to 3/31/24 and was released on 8/8/24. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=166061825fc3.
*****The 2025 AdvisorHub 100 Next Gen Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2023 – 12/31/2024, and was released on 6/18/2025. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,972 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with AdvisorHub.