I am a native Oregonian who was born and raised in Eugene and moved to the Portland area in 1995. I played college baseball at several schools, before ultimately graduating from the University of Oregon. When I came to grips with the fact that my dream of playing Major League Baseball would not be fulfilled, I needed a new challenge to pursue.
Some friends and I started trading stocks back in high school and I found it to be very challenging and exciting. After moving around between a few different jobs, I decided to pursue the financial services industry and so I obtained my licenses and registrations and started my career in 1998.
I joined Edward Jones in 2012 and opened my office in the Tigard-Beaverton area. The partnership structure at Edward Jones is unlike anything in the industry and creates a work environment where I have the freedom and support to truly do what is "Right for the Client".
I work with individuals, families, professionals and businesses to identify and help achieve their goals. I take the time to learn about my clients' lives and find out what's most important to them. I use an established process to build a personalized strategy for each client. Throughout their lives, we are partners in this process to keep them on track toward these goals.
Having been a financial advisor for over 20 years, I have enjoyed seeing many clients achieve their goals such as retiring comfortably, paying off their home, sending their kids to college and creating a legacy for future generations. This makes it all worthwhile for me.
At the office, I am supported by my senior branch office administrator, Julie Schnetzky. As a team, our mission is to provide the highest level of service to ensure clients feel welcome and valued. In doing so, our clients feel confident they can routinely refer their family members, friends and co-workers. Let us show you how we can make a difference for you. Please contact us today to discuss your unique situation.
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Wealth Strategies
- Socially Conscious Investing
- Portfolio Reviews
My Personal Interests
- Health & Nutrition
- Outdoor Enthusiast
- Coaching Sports
Phone NumberTim Mooney at (503) 579-6703
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
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