Meet Tim
Tim is a Wealth Advisor based in Houston. He specializes in advanced wealth transfer and estate planning strategies and tax-aware investment and liquidity management. Prior to joining Mercer Advisors in 2023, Tim served at Lichtenstein Financial for three years. He began his financial services career at Vanguard in 2014. Tim earned a MBA from Florida Atlantic University with an emphasis in finance. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the FINRA Series 63 license.
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:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Advising physicians with insurance, debt, and investment strategies
His working style
Tim brings technical precision and clarity to every client relationship; simplifying estate, tax, and investment strategies into actionable plans. His approach blends strategic foresight with a deep respect for family values, guiding clients to build confidence in their plans and their legacy.
Tim in real life
What keeps you busy outside of work?
Outside of work, I enjoy spending time with my family, teaching my kids to play chess and tennis, and taking them on adventures around Houston and across Texas.
Why do you like working at Mercer Advisors?
I enjoy working at Mercer Advisors because it allows me to collaborate with a team of specialists across financial, tax, and estate planning, giving clients comprehensive strategies and the reassurance that their wealth is being managed with care and foresight.
Meet Tim’s Teammates
William Flanders
Sr. Client Service Specialist
What Tim Says
Will is the chief operating officer of our team. Every week, he and I begin by aligning on how we can best accomplish the commitments we have made to our clients; ensuring we stay focused, organized, and accountable in delivering on our promises.
Joshua Brookins
Tax Manager
What Tim Says
Joshua provides invaluable insight and clarity on tax matters, helping ensure our clients’ planning strategies are both effective and tax efficient.
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