Our purpose is to discover what you and your family need now and into the future.  Do you have a financial plan that includes essential protections like health insurance, Medicare, long-term care and disability insurance?  Do you need help consolidating your investments?  Do you actually know what fees you are paying on your current accounts?  Are you protected from market downturns?

 

Partners

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Timothy W. Peterson
Principal

Tim is the owner of the firm, and has been in business since 2007. He brings the strength, understanding, and care that go with running various businesses over his career, including ten years as the manager of a multi-state outreach department for an international nonprofit organization.

As an investment advisor, Tim very much enjoys helping people create solid financial plans no matter what stage of the game they are in. As a fiduciary, he is motivated to do what is best for the client.

He always keeps up with the latest investments and strategies to help make sure your dollars are growing as efficiently as possible. If you do not want to work until your last breath, Tim can help you create a comprehensive financial plan that uses no-risk and low risk investments to efficiently reach your financial goals.

Tim’s California insurance license is 0F77763.

 

Phyllis Hyde
Partner

Colleague and partner, Phyllis Hyde is passionate about taking care of everyone who comes to TWP Financial and makes sure that you are given the best possible care and service. 

Phyllis's background as a holistic health practitioner for twenty-two years is a natural fit for the agency. Along with Timothy, she goes the extra mile to support you. In addition to helping people get new insurance policies, she interfaces with insurance carriers to make sure your needs continue to be met, and personally checks in with you on a regular basis. She relates that new clients often speak about a previous insurance broker whom they never heard from once a policy was in place. "That won't happen with us," she says.

Phyllis' California license number is 0G85112.

Associates & Staff

 
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Aura Bakker
Administrative Support

Aura joined TWP in 2012 and provides critical administrative support to the company. She is the administrative backbone and reason TWP Financial runs smoothly and (nearly) paperless. Aura's bright and sunny disposition lights up our office. LinkedIn.

 
 

TWP Financial List of Services: