Meet Timothy
Tim has over 37 years of experience in wealth tax planning services. Having owned and operated his own Bay Area consultancy practice before joining Carson, Tim has worked with and developed lasting relationships with entrepreneurial families and advisors. As a Director and Senior Wealth Planner Tim is a vital member of the Carson Wealth Team.
Tim has become instrumental in developing, communicating, and quarterbacking the implementation of complex income tax, financial, estate, and charitable planning for high and ultra-high net worth estates. Adept at applying creative thinking to address wealth management solutions and strategies, Tim uses a “whole estate” asset planning approach to help better inform and pursue client objectives. With in-depth knowledge of unique business-owner, real estate, and charitable tax solutions, wealth preservation can be achieved for multiple generations.
Tim has learned that the bedrock for effective wealth planning involves the identification of optimal timing and knowledge of complex tax strategies. The preservation of assets may be achieved through the integration and controlled use of family entities, funding of special trusts, real estate exchanges, and various charitable trusts, such as charitable remainder trusts (CRTs), and private foundations.
Tim holds a master’s degree in taxation, has obtained his CFP® certification, and received his undergraduate degree from Bowdoin college. Tim and his wife, Leslie, have two children, John and Megan. Tim enjoys supporting his son’s passion for culinary arts and his daughters equestrian Hunter/Jumper disciplines. Tim can often be seen on the roads and mountains of Napa riding his bike and sometimes mucking it up over at Tulucay Show Stables.
