As the Wealth Management & Advisory Services market leader in Oregon and western Washington, Tim leads our team of highly credentialed and experienced wealth management advisors. With nearly 20 years of legal and wealth management experience and deep Pacifc Northwest roots, Tim prides himself in ensuring the Wealth Management & Advisory Services team has the skillset and passion to deliver on Washington Trust Bank’s mission of helping our clients succeed.

Tim and the Wealth Management & Advisory Services teams he leads advise individuals, families, small business owners and nonprofts on investment management, retirement plans and trust and estate planning and administration. Tim's role on the leadership team, his legal and relationship management experience and his tenure with Washington Trust Bank enable him to share the bank's story in an authentic and insightful way.

In all cases, Tim believes that building relationships with clients, understanding their goals and collaborating with all stakeholders to craft and implement client-centric strategies is the optimum strategy for success. Planning is only as good as the information gathered at the outset and must incorporate new information over time to be lasting and effective. Planning and advising is a discipline, not a one-time event.