Salt Lake City, Utah
Senior Financial Planner
Education &University of Phoenix, B.S. degree in Business Management
CERTIFIED FINANCIAL PLANNER™
Tim is a Senior Financial Planner at EP Wealth Advisors. He has worked in the investment industry since 2007 and has been a CERTIFIED FINANCIAL PLANNER™ since 2013. He loves working with clients and hearing their often unique and inspiring stories. His approach to planning is behavior based and he emphasizes to his clients that every number has a story and a purpose that can help lead them to fulfill their purpose in life. In his spare time, Tim enjoys spending time with his wife, kids, family and friends. From board games to sports, watching movies and plays, staycations and Disneyland, Tim tends to enjoy whatever he is doing when good company is with him.
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