Tim co-founded Callan Capital with his brothers Ryan and Trevor in January of 2007. Tim has been assisting high net worth individuals in the areas of wealth management since 2000. As a Certified Financial Planner(r) and Certified Private Wealth Advisor(r), Tim takes responsibility for clients’ overall financial planning and oversees a team of planners that assist with design. Tim makes sure that every area within a significant estate is addressed, including asset management, debt management, trust and estate, risk management, disability, financial independence, philanthropy, and tax minimization. He is also a member of the Callan Capital Investment Committee.
Tim earned a B.S. in Finance at the University of Colorado in Boulder, CO. Prior to starting the company, Tim spent 7 years with Merrill Lynch and was a member of the firm’s dedicated high net worth division, The Private Banking and Investment Group. Prior to joining Merrill Lynch, he worked at Charles Schwab in the Retail Strategy department and the Pacific Coast Options Exchange.
Tim strives to give back to the San Diego community. He is on the Board of Directors for the Boys and Girls Club of San Dieguito and a member of the Kiwanis Club of San Diego. Both of these nonprofit organizations focus on the needs of young children in the local community. He is on the Board of the Entrepreneur Organization “EO” of San Diego and serves as finance chair. EO is a global non-profit organization who’s stated mission is to “Engage leading entrepreneurs to learn and grow”. He is also a member of PEERS Network, a non-profit organization of entrepreneurs and executives with a common goal of giving back to the community.
He is an avid skier, surfer, and sailor. Tim lives in Point Loma with his wife, Jacqueline and daughter, Lily.