As a Certified Financial Educator®, Tim comes to Trajan Wealth with passion and experience in helping families achieve their retirement goals. His work with Tucson families and their financial concerns spans over 40 years.
Tim’s convictions about financial planning were born when his father died. At the young age of 24, his mother asked him to clean out his Dad’s office. Tim eventually found out that his Dad’s poor planning necessitated his mother to financial start over in her mid-50’s. This personal event has had a lifelong impact. Tim quickly built a conviction and passion to dedicate his life to helping families plan financially and prepare for retirement.
From 1983 to 2000 Tim built an Allstate insurance agency from scratch helping clients preserve their assets and save for retirement.
After successfully selling his firm, he started a local Church in northwest Tucson (where he still attends) and for 12 years helped families in Dave Ramsey principles of money management and giving. Since then he has been working as a fiduciary for people near or in retirement.
Tim has been married to his amazing wife Kathy for 44 years, has four adult children and 14 grandkids. He loves Arizona basketball and fly fishing.
Tim's Hometown
Phoenix, AZ
Favorite Food
Traeger grilled Ribeye
Favorite Hobbies
Fly fishing
Quote
“I do today what others won’t do so tomorrow I can do what others can’t do.”~ Jerry Rice, when asked about his maniacal Saturday workouts
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