Tim began his career at Saxon Financial Group in 2018 as a Client Service Associate and has since advanced through a variety of key positions, including financial planner, portfolio analyst, and trader. Today, he serves as a lead Wealth Advisor, where he dedicates himself to serving a diverse clientele with expertise and care. Tim’s approach to wealth management is deeply client-centered; he believes that true financial success is rooted in a holistic understanding of each client’s values, goals, and what truly matters most to them. This philosophy guides him as he crafts highly personalized financial strategies designed to help clients achieve their most significant life milestones.
In addition to his advisory responsibilities, Tim serves as Director of Business Development. In this capacity, he oversees the firm’s sales initiatives, working to attract both prospective clients and talented financial advisors to the organization.
Tim is a graduate of Oral Roberts University, where he earned a Bachelor’s degree in Finance. He also successfully completed his FINRA Series 7, 63, and 65 securities licenses. Prior to his career in financial services, Tim served as a Financial Management Officer in the United States Air Force, attaining the rank of Captain.
Outside the office, Tim values quality time with his family and friends. He resides in Katy, TX, with his wife, and is the proud parent of two college-aged children.