Tim is a partner at Moneco Advisors and CFO Capital Management, where he leads portfolio strategy, supports client relationships, and contributes to the firm’s broader investment and financial operations. With over 20 years of experience in portfolio management and investment analytics, he is passionate about building long-term relationships and helping clients pursue their financial and personal goals through comprehensive planning and investment guidance. He believes a thoughtful, holistic approach helps clients feel confident in their financial future and empowered to make informed decisions.