Tim joined our team in 2018 as our Client Service Associate. His professionalism, attention to detail and analytical eye are invaluable to Saxon Financial Group. As our lead trader, Tim ensures the timely execution of all securities transactions in clients’ accounts and ensures the accounts are properly allocated and performing in accordance with the firm’s portfolio models. Tim also serves as a portfolio analyst providing investment analysis and research as well as analytical support for the firm’s portfolio models. However, beyond just the numbers and spreadsheets, Tim is also passionate about helping and serving people. He believes that achieving financial success is more than just numbers, but about understanding who the client really is, their values, their goals and helping them achieve what is most important to them in life. So, as a Client Relationship Manager, Tim also gets the privilege of assisting clients develop a specialized financial plan and finding the right solutions to help them reach their financial goals.
Tim earned a Bachelor’s degree in Finance from Oral Roberts University. In addition, he successfully completed his FINRA Series 7, 63 and 65 securities licenses. Tim is also a veteran of the US Air Force where he served as a Financial Management Officer.
When Tim is not in the office, he enjoys spending quality time with family and friends. Tim lives in Katy, TX with his wife and two children.