About Me
Tim began his financial services career with USAA in 1994. He later worked at Olde Discount Stockbrokers, Morgan Stanley, and RBC Wealth Management, where he spent more than 12 years as a Senior Vice President before moving to Stifel in 2026. Tim received a B.B.A. in Finance from the University of Texas at Austin in 1993 and holds Series 7, 9 & 10, 31, 63, and 65 securities licenses. In addition, Tim earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
Tim’s investment philosophy is centered around patience and discipline. He is committed to long-term planning while assisting clients by identifying and establishing their lifetime goals, such as retirement, education, and estate planning. After those goals are established, Tim works with his clients to develop an investment plan that aligns accordingly.
Away from work, Tim enjoys playing soccer, attending University of Texas football games, and spending quality time with his wife, Kelly, and their children. In addition, Tim volunteers his time to his fraternity, Alpha Tau Omega, and serves on the board of the Eanes Education Foundation.
About Me
Ashley was raised in the beautiful city of San Deigo, California, where she spent her life pursuing her passion of soccer. It was her love of the beautiful game that led her to attend her dream school, Santa Clara University, where she played Division I soccer for four years while also earning a B.A. in Sociology and Communications. Following college, Ashey continued her soccer career in Australia for two years before injuries led her to transition into the financial services industry in 2020. She recently worked as a Senior Client Associate at RBC Wealth Management before moving to Stifel in 2026.
As a former athlete, Ashley brings a strong work ethic and a winning mentality to her role at Stifel, and she works to provide high-caliber service and build strong relationships with all clients. Her strong commitment to excellence drives her to seek the best account-related support for the clients she interacts with each day.
Outside of work, Ashley enjoys taking walks around Lady Bird Lake, painting at Auditorium Shores, and spending time with her Great Pyrenees, Brody. She cherishes spending time with friends and family, balancing her professional life with personal passions.