Timothy has spent the past 15 years advising business owners and affluent families on strategies to grow, protect, and transfer wealth with intention. As a managing partner at Northlight Wealth Partners, he leads the design and implementation of sophisticated planning strategies across estate, business succession, and multigenerational wealth transfer.
Before joining Northlight Wealth Partners, Timothy served as Vice President at Equitable Advisors in Irvine, California, where he oversaw advisor training, development, supervision, and recruiting. His leadership experience continues to inform his disciplined, team-based approach to client planning.
Timothy holds the Certified Exit Planning Advisor® (CEPA) designation and completed the Credentialed Holistic Financial Coach program through Teachers College at Columbia University. He earned his Bachelor of Science in Business Administration from Chapman University’s Argyros School of Business and Economics.
Timothy and his wife, Esther—partners in both life and business—live in San Clemente with their dog, Etta James. Esther serves as Client Relations Director, helping deliver a highly personalized and responsive client experience. Timothy is a member of Chapman University’s Chapman 50 and supports several local and national charitable organizations.
Education & Designations
- B.S. Business Administration – Chapman University
- CEPA® (Certified Exit Planning Advisor) – Exit Planning Institute
- Credentialed Holistic Financial Coach – Teachers College, Columbia University
Licenses
- FINRA Securities License: Series 7, Series 63, Series 65
- State Insurance License: CA Insurance Lic. #0H43293