Brings more than 25 years of experience in long-term care and senior living to help families plan thoughtfully for healthcare needs and retirement security.
Joined Lido: 2025
Homebase: San Ramon, CA
Professional Focus: Helps individuals and families prepare for the financial and emotional realities of long-term care, rising healthcare costs, and retirement income planning. Drawing on his background in health care administration, Tim develops tailored protection and investment strategies designed to preserve wealth and support long-term financial independence.
Professional Designations: Certified Long-Term Care®
Education: B.S., Health Care Administration, California State University—Long Beach
Previous Work Highlights: Proud to have served in the senior living marketplace providing various medical services, products and devices for the elderly, before transitioning into financial services as a Financial Planner at MassMutual Northern California. He later joined Fountainhead Advisors as a Financial Strategist, prior to the firm’s partnership with Lido in 2025.
Personal Facts: A native of Seal Beach, Tim has lived in Walnut Creek, California for 30 years where he raised his two sons with his wife Sue. He enjoys playing tennis, golf and fly fishing with his boys.
