top of page
Tim Smith
President
Tim Cropped Headshot 2016 40 percent_cli

Tim Smith started Fairway Asset Management in January of 2007.  

​

Tim spent the first 10 years of his career working for Merrill Lynch, Smith Barney and Wachovia. After 10 years in corporate America, Tim thought he could do better for his clients if he were to start his own firm.

​

Now instead of working to achieve a large firm's goals, he is a fiduciary whose sole purpose is to help his clients achieve their goals.

​

Over the past 27 years, Tim has worked with over 500 families. That equates to tens of thousands of conversations about money, happiness, risk and retirement. He now uses this knowledge and wisdom to help a select group of families manage their money and their risk so they can live a more inspiring, worry-free life.

​

Halena Shinn
Client Liason
Halena updated head shot_clipped_rev_1_e

Halena joined Fairway Asset Management in 2009. Before joining Fairway, she worked for Advent Software, in the portfolio management and performance reporting division.

​

Halena now helps onboard new clients, and helps existing clients with their Schwab accounts.  Halena also keeps track of many client details, (like when it is time to take their required minimum distributions from their retirement accounts.)

​

Halena is very detail oriented and never lets anything slip through the cracks.  If there is anything to remember, Halena will remind you when it is time to take care of what needs to be done.

    Fairway Asset Management

    ​

    2010 Crow Canyon Place

    Suite 100

    San Ramon, CA 94583

    ​

    300 Cabot Road

    Suite 300

    Laguna Niguel, CA 92677

    © 2024 by Fairway Asset Management, Inc.

    bottom of page