Since 2001, Timothy has helped high-net-worth dental entrepreneurs take control of their financial world and continue to build their wealth – allowing them to excel in patient care without the overwhelming burden of managing their finances. By guiding these professionals through  complexities and providing clear, actionable strategies, he prides himself on creating a roadmap so his clients can focus on what matters most: their life, family, and legacy.

As the spouse of a dentist himself, Timothy understands the pressure of running a practice while managing personal finances. By offering strategies to protect clients’ wealth and ensure a seamless, profitable exit, he works so those he works with can focus on growing their practice, caring for loved ones, and making a meaningful impact.

At the core of Timothy’s life is the pursuit of balance and significance, preserving what matters for future generations. I’ve learned that thriving means taking the unconventional path. He feels he has been given an amazing life of significance and that it’s his goal to steward that well.