Tim is passionate about helping others to reach their financial goals. He serves with empathy to deliver the most customized experience. His approach leverages financial planning as the cornerstone to a comprehensive investment strategy. He leads the team after a successful career in technology and consulting with extensive background in analysis, leadership, and customer service. A graduate of Whitworth University, he earned a bachelor's degree in accounting and quantitative analysis.

Tim is an avid reader, music lover, husband and father of two daughters.

Rachel is responsible for supporting the day-to-day business operations of Cotton Wealth Strategy by providing excellent client service with her vast knowledge and attention to detail. She is highly capable and essential in assisting our team.

She joined Davidson in 2017 after previous experience in banking with Bank of America. Rachel is a graduate of the University of Oklahoma with a B.A. in Economics and a minor in Sociology.

In her free time Rachel enjoys spending time with her husband Jeremy, their son Avery and their dog Murphy, collecting records, watching baseball and reading.