Who We Are

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Tim Allin

Financial Planner

Tim graduated from the University of Utah with a degree in Chinese language and literature and a minor in business. After graduating, he moved to China, where he lived for four years while coaching and playing tennis. Since then, Tim has spent many years working in the business world and is excited to provide personalized financial strategies to the families and individuals he serves. Tim recognizes and appreciates the value of having a financial planner that you can trust; in fact, he and his wife were GDS clients for nearly a decade before Tim joined the GDS team. As a financial planner, Tim works diligently to ensure that each client receives a financial plan that reflects their best interests.

Tim and his wife, Fei Fei, have two children – TJ (6) & Joey (3). The family also has an eight-year-old German Shepherd/Akita mix that only responds to commands in Chinese. In his free time, Tim enjoys spending time with his family and visiting local attractions like the zoo and aquarium. If Tim is not working or with his family, you can usually find him playing tennis or Padel, a miniature version of tennis that is played in a glass enclosure. He is undefeated in tennis against GDS founder and President, Glen Smith. If you’re up for a challenge, schedule a tennis match with Tim!

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

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