Tim is a Portfolio Strategist with Charles Schwab Investment Advisory, Inc. ("CSIA"), supporting the ThomasPartners and Windhaven Strategies. Prior to CSIA, Tim served as an Investment Consultant and Sr. Manager for Schwab's Investor Development Team. He's been with the firm since 2013.
Tim earned a B.A. in Business Administration from Fort Lewis College and received his Certified Financial Planner (CFP®) designation.