Experience

Now in his seventh decade, Tim's seen a lot. That's both in life and on Wall Street. He's still having fun. And, he never plans to retire. What he enjoys most is the daily dialogue with clients. There, he gets to share the wisdom and good judgment that he believes is only acquired through experience.

There's no substitute for experience. It's a process you can't shortcut, especially when you consider the unpredictability and volatility in the financial world and the speed at which things change today. And, because of that fast pace, we communicate with our clients daily, through our "Morning Call."

Tim began his financial career in 1982. He specializes in fixed income investments, asset allocation and portfolio management. Tim works primarily with high net worth individuals and families, Bank Trusts, and Registered Investment Advisors. His practice is national. He's registered in 40 of the 50 states, and holds Series 7 and 63 licenses. Originally from the Midwest, Tim earned his degrees at Yale College (BA) and the University of Michigan (MBA). He became a CPA in 1973. Currently, he serves on the Orange County, CA Treasurer's Advisory Committee. Tim and his wife, Meredith are long-time residents of Coto De Caza, CA.  Both enjoy playing golf with friends and as a couple.  They have three adult children, four grandchildren and two golden retrievers.

Attracted by the prospect of working with individuals to help them make wise investment decisions, Peter became a financial advisor in 2006.  It was then that he first team up with his father, Tim.  He has worked alongside -and learned from - his dad for nearly a decade. Peter takes great pride in being a thorough and patient investment manager. He's developed and refined a process that continuously tracks the progress of clients’ portfolios along their financial journey. This gives them the confidence to spend more time attending to other important aspects of their lives.  Peter holds series 7,66, 31 and CA Insurance licenses. Born in Marin County, CA, he earned his BA in Political Science from Indiana University in 1994. Peter and his family reside in San Clemente. He enjoys playing guitar, surfing and spending time with his wife, Jessica, and their children, Charlotte and "J.R."

CA Insurance License #0G02962

For Jaime, going out of her way to serve people is second nature. Since 1997, she's earned an extraordinary reputation in the Financial Services Industry. Today, Jaime continues to bring a deep personal commitment to serving clients' needs. She retains her passion for understanding their values, aspirations and concerns. Jaime joined UBS Financials Services in 2008. She holds Series 7 and 66 licenses. Jaime grew up in Staten Island, NY and moved to California in 2002. In her spare time, she enjoys photography, volunteering at her church and spending time with her two daughters, Arianna and Gabriela.