Specialties
About Me
Tim joined The Calao Group in 2019 as an intern before joining the team full-time in 2021.
In his current role of Investment Consultant, Tim researches and analyzes investments, creates financial plans, maintains investment policy statements for corporate retirement plans, creates investment proposals, and monitors wealth management portfolios. Tim graduated from Baylor University with a BBA in Management Information Systems and a BBA in Finance. He has continued his education by receiving his Certified Investment Management Analyst (CIMA®) designation which gives him advanced knowledge of portfolio construction, risk management, and investment theory. Additionally, it allows him to provide bespoke solutions for a wide range of financial pictures and helps him guide clients to optimized outcomes. Committed to serving his community, Tim supports Special Olympics Texas, and—as a member of the Austin Young Men’s Business League—he also supports Austin Sunshine Camps. Outside of work, Tim enjoys beekeeping, playing volleyball, and swimming.
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Interests & Hobbies
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Credentials
ChSNC, CIMA
Chartered Designations
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Disclosures
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