tim mcginnis

As part of the Wealth Management Group of BBVA Compass, I was dedicated to serving the financial services needs of high net worth individuals, families and business owners. My specific focus was on the areas of investments/asset management, financial planning, insurance and taxation strategies. I guided our clients through a process that helped them identify what they valued most and then our team developed strategies to align their financial decisions with those values.

Allen & Allen, LLP is a CPA firm based in Folsom, CA. As part of this firm, I provided tax preparation and planning services to individuals, families, business and estates.

As the Managing Associate in Roseville, I functioned as both a Manager & Advisor. I worked directly with clients to help them identify what values most to them and then create options to align with those decisions. I also worked with advisors/agents from other organizations looking for an opportunity to take their business to the next level.

As the owner of Ethos Financial, I provided financial, investment and tax planning services. I would create investment portfolios and life insurance plans for individuals and business owners based on their own unique set of life circumstances, market conditions and goals. I also was responsible for creating tax efficient strategies and tax return preparation for individuals and small businesses.

Since BNI is an organization specializing in business networking and referral marketing, I was responsible for recruiting and retaining potential businesses for area chapters as well as financial statement review, forecasting, budgeting, expense management and overall growth of Central Valley Chapters.

My overall responsibility was to manage revenue and increase profits. I participated in strategic planning for company expansion, project coordination, and revenue growth. I worked with product areas to help ensure that our product s price point maintained a level of reasonable competitiveness in marketplace. I also developed and implemented new lines of services (SEO consulting and workshops).

* As a Fiduciary Advisory Specialist for Wells Fargo Private Bank, I worked with clients to integrate fiduciary and investment knowledge into each client * s custom wealth plan. I coordinated with investment strategists to align investments with the client * s goals and values. Based on the particular situation, I also provided access to a variety of Specialized Wealth Services in order to help grow and preserve assets, while working toward the client * s overall wealth management goals.

Wells Fargo Securities delivers a comprehensive set of capital markets products and services to customers, including originating and distributing public debt and equity, hedging interest rates, commodity and equity risks, advising on mergers and acquisitions, and originating structured lending facilities and municipal bonds. The institutional broker dealer is comprised of more than 4000 team members in 40+ offices across the United States, Europe and Asia.Wells Fargo Securities is the trade name for the capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including Wells Fargo Securities, LLC, a member of FINRA, NYSE, NFA and SIPC, Wells Fargo Institutional Securities, LLC, a member of FINRA and SIPC, and Wells Fargo Bank, N.A.

As a Wealth Advisor, I work with High Net Worth (HNW) individuals and families to develop strategies customized to their situation & goals in order to help grow, preserve and transition their wealth. Each family's situation is unique and the legacy they want to create is as well. I am responsible for coordinating a team of specialists for each family focused on implementing those strategies for both the short and long term.