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$6.9 trn
UBS Group invested assets
As of 10/29/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Timothy knows that relationships matter and he believes it is important to have a partner on your financial journey. As such, Timothy works with wealthy families, business owners and organizations to create and maintain robust wealth management plans. His focus is to help clients understand and work toward their wants, wishes and dreams.
Prior to his move to UBS, Timothy spent the first 20 years of his career as a Financial Advisor at Merrill Lynch. Over the course of his career in financial services, Timothy has dedicated himself to his craft, and prides himself on working together closely with his clients to understand their wants, wishes and dreams. He spends time building robust financial plans to be there to guide his clients through every step of their financial journey.
Timothy was born and raised in Agoura Hills, graduating from Agoura High School before starting his college education in San Diego and eventually transferring to and graduating from the University of Wisconsin, Madison. Starting his career in financial services after graduating, Tim has worked to earn the CIMA® and CRPC® designations.
With a focus on family, Timothy and his wife Cecilia moved their family back to his childhood stomping grounds, into the North Ranch Neighborhood of Westlake Village. Together with their two children, they enjoy playing sports, trying new restaurants and taking in all the area has to offer.
Credentials
Senior Vice President–Wealth Management
Timothy knows that relationships matter and he believes it is important to have a partner on your financial journey. As such, Timothy works with wealthy families, business owners and organizations to create and maintain robust wealth management plans. His focus is to help clients understand and work toward their wants, wishes and dreams.
Prior to his move to UBS, Timothy spent the first 20 years of his career as a Financial Advisor at Merrill Lynch. Over the course of his career in financial services, Timothy has dedicated himself to his craft, and prides himself on working together closely with his clients to understand their wants, wishes and dreams. He spends time building robust financial plans to be there to guide his clients through every step of their financial journey.
Timothy was born and raised in Agoura Hills, graduating from Agoura High School before starting his college education in San Diego and eventually transferring to and graduating from the University of Wisconsin, Madison. Starting his career in financial services after graduating, Tim has worked to earn the CIMA® and CRPC® designations.
With a focus on family, Timothy and his wife Cecilia moved their family back to his childhood stomping grounds, into the North Ranch Neighborhood of Westlake Village. Together with their two children, they enjoy playing sports, trying new restaurants and taking in all the area has to offer.
Credentials
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
