Timothy joined Steel Ridge Advisors in 2019 after spending time with another financial institution. He works closely with clients to ensure they are properly allocated and planning for different life events. His professional designations include FINRA Series 7 and 66. Prior to joining Steel Ridge, Timothy worked with Merrill Lynch Wealth Management. His experience with high net worth wealth management strategies allow Steel Ridge Advisors to develop sophisticated strategies and models to assist the firm's growing high net worth clients and clients working to accumulate their wealth efficiently.