Founder, TC Wealth Management | Vice President of Wealth Management, NEXT Retirement Solutions
Tim has more than 38 years of experience in the financial services industry and served as a branch manager and complex manager for 30 years, where he was responsible for recruiting, managing, training and supervising financial advisors and support staff.
His role on our team is to provide plan participants with investment education and financial planning services throughout the country. Trustworthy and caring, Timothy enjoys helping clients manage and preserve their wealth, and ultimately reach their goal of a comfortable retirement.
Timothy first joined the team at A.G. Edwards, which subsequently became Wachovia and Wells Fargo Advisors after a merger and acquisition. He holds Series 3, 7, 8, 9, 10, 24 and 63 securities licenses and a California insurance license.
He served in the United States Navy and is a past president of the San Diego Stock & Bond Association. Originally from Buffalo, New York, Timothy lives in San Diego. He has three sons, Ryan, Taylor and Brady. He is an avid golfer and currently serves as Chaplain of the American Legion.