Meet Tim
Tim is a Sr. Wealth Advisor based in San Francisco, California. He works in the Mercer Advisors Regis Group to serve ultra-high-net-worth families with complex, multi-generation wealth. Since 1987, Tim has been listening to stories from people sharing how they built their worth and advising his clients on how to protect it through managing wealth transfer, estate planning, and taxation. He offers tailored solutions for each of his clients, finding motivation in helping a business transfer smoothly to the next generation, a charitable legacy take shape, or a family gain clarity about where its wealth is going and why.
Tim is a CERTIFIED FINANCIAL PLANNER® professional. He earned a B.A. degree in government from Bowdoin College and a M.S. in taxation from Golden Gate University.
Tim’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Tim has focused experience in these areas:
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
- Family businesses navigating succession, liquidity, and legacy goals
- Supporting nonprofit organizations with investment management, governing, and growth strategies to help advance their mission
His working style
Tim’s working style is defined by focus, preparation, and genuine attentiveness. When he meets with clients, they have his full attention — each conversation is intentional, structured, and guided by a clear purpose, yet flexible enough to follow what matters most. He takes time early on to understand not just the clients’ goals, but how clients think and make decisions. He uses that insight to present well explained options rather than push conclusions. Known for going deep — especially on tax planning — Tim prioritizes education and transparency, ensuring clients understand the “why” behind each recommendation. He values an ongoing planning rhythm tailored to clients’ lives and approaches every strategy with independence and integrity, leaving final decisions firmly in clients’ hands.
Tim in real life
What keeps you busy outside of work?
Family is at the center of my life. My son is a chef in St. Helena, California, and my daughter is a pre-med student at the University of California San Diego. Outside of family time, I’m an avid cyclist who loves riding the mountain roads around Napa Valley. I’m also deeply fascinated by how AI is transforming society and business, so I dedicate time to learning about emerging technologies and their real-world applications.
What makes you tick?
I go all in when I’m drawn to a subject. Whether it’s mastering a complex area of wealth planning, exploring how AI will reshape our world, or pushing myself physically, I approach it with the same intensity and discipline. Playing college hockey at Bowdoin College was a powerful reminder that consistent hard work really does pay off — that lesson continues to drive me today in both my professional and personal pursuits.
How do you give back?
I’m passionate about helping the next generation succeed. I work closely with programs that support immigrant youth in the Napa Valley, providing mentorship, education, and career guidance to give them a real hand up in building strong futures in our community.
Ready to learn more?
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