Managing Partner

Tim has been in the wealth management industry since 1999. A self-described autodidact, he has spent time with Merrill Lynch, UBS, First Republic and JP Morgan, in the wealth management divisions, working with affluent families, developing sophisticated growth and income strategies. He is a long-time proponent of tax-aware risk-managed investing, and has extensive experience in legacy and estate planning strategies. He gets tremendous satisfaction from helping clients use their wealth to shape their goals and future, and loves learning what his clients want to do and how to develop their legacy.

Tim was raised in Arcadia, CA, and has 2 grown children. He is active with the Newport Harbor High School Mentor Program. When not at work, Tim enjoys spending time with his Labrador, Easton, and weightlifting, fishing, cooking, and working on home improvement projects. 

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Managing Partner

Dustin grew up in El Toro, CA, the son of a commodities trader in the 1960s and 70s, his inspiration for entering the investment industry. He graduated with a B.S. in Business from University of Southern California. In 1992, he started at Paine Webber, then moved to Oppenheimer, UBS, Merrill Lynch, First Republic and finally JP Morgan, working with high net worth and ultra-high net worth individuals and families and corporations, developing long-term relationships with his clients. He enjoys the investment world, particularly the personal relationships formed by working closely with his clients.

Dustin has 4 grown children, 3 sons and a daughter. He and his wife share their home with an English Bulldog named Mojo, and support a number of local charities in Orange County, CA. Dustin loves to travel to Italy to visit monasteries and churches.

Dustin holds Series 7, Series 63, Series 66, SIE and insurance licenses through LPL Financial.

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Client Services Manager

Taylor Ford is bringing her passion and a client-focused approach to her role. She is passionate about working with clients and providing the highest level of service.

A proud alumnus of California State University, Fullerton, Taylor has honed both academic and practical skills essential for client management and financial services. Growing up in Santa Rosa, Taylor developed a passion for community and the outdoors, which continues to be a central part of her life. Taylor enjoys spending quality time outside with friends and family.  

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