Timothy Wylder,
JD

Senior Vice President

Tim began his career in financial planning as an estate and trust lawyer in private practice, concentrating on general estate planning and trust administration. As a lawyer, he successfully prosecuted a substantial plaintiff’s case against a corporate trustee for failure to follow the prudent investor rule for over two decades. In 2009 Tim joined Sigma Investment Management Company as a client advisor, and became a principal in 2017. Tim is passionate about helping his private clients receive institutional-style portfolio management executed through sound financial and estate plans, with emphasis on multigenerational trusts. He received a Bachelor of Arts degree in philosophy from Stanford University, a Juris Doctor degree from the University of Oregon, and holds a FINRA Series 65 license.

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