Tim is a partner at Fireside Capital Advisors. He previously founded SpringVest Wealth Management , a Registered Investment Advisor, in Fort Worth, Texas. Prior to founding SpringVest Wealth Management, Tim was associated with a large registered investment advisor and served as a wealth manager to both institutional and individual clients. He began his career as a portfolio manager and analyst at a Houston based advisory firm.
Tim earned the Chartered Financial Analyst (CFA) designation awarded by the CFA Institute and is a member of the Dallas-Fort Worth Society of Financial Analysts. He holds an MBA from the McCombs School of Business at the University of Texas, and a B.S. from Baylor University.
Tim is active in the DFW community and serves on the boards of The Senior Source, the premier non-profit for aging services in Dallas; the University of North Texas; and the Rotary Club of Dallas Foundation. Tim is a member of Travis Avenue Baptist Church in Fort Worth.
Upon graduating from the University of Texas Austin with a degree in finance, he served honorably in the United States Marine Corps. He then joined Smith Barney & Co.’s institutional sales department in New York City for six years before returning to Texas as an institutional investment consultant with the Lowry Consulting Group. He, along with three colleagues, bought the Lowry Consulting Group and renamed the organization LCG Associates, Inc.
Steve was Founder, Principal, and Director of LCG Associates, a large independent institutional consulting and investment advisory firm, headquartered in Atlanta, Georgia. LCG today serves as an independent financial consultant and investment advisor to 75 major corporations, endowments, and foundations with over $90 billion in assets.
Steve had responsibility for many of LCG’s largest clients; his average client had in excess of $500 million in assets. He retired from LCG in 2000 and founded FAMCO, Inc. whose mission was to provide unbiased, professional investment services/solutions to smaller pension plans and foundations. Organizations with less than $50 million in assets are often too small for the major consulting firms because of high fees and minimum-account size. Four years ago, in 2015, Steve founded Fireside Capital Advisors.
Steve has extensive experience serving as both a consultant to endowments and foundations, as well as high-net worth individuals. He has served on numerous corporate and foundation boards and, most recently, the Washington D.C. based Marine Corps Heritage Foundation – Treasurer (2017-current), investment committee (2010-current), audit committee Chair.
Mercedes joined Fireside Capital Advisors in 2016 as Chief Administrative Officer. In this role, she supports the advisors with the execution of client service requests, account administration and reporting. Mercedes also oversees the day-to day office operations and facilitates firm-wide administrative matters.
Mercedes is a California native and graduated from the Design Institute with a BFA in Interior Design.