Timothy Lee Voorhees

Current Employers

Employment History

• 01/2002 → Present
  Wealth Counselor Network
  Costa Mesa, CA
• 01/2006 → Present
  Vision Funders, Inc. Dba Family Office Services, Inc.
  Costa Mesa, CA
• 06/2008 → Present
  Tax Efficient Asset Management Solution Inc.
  Costa Mesa, CA
• 12/2008 → Present
  Voorhees Intellectual Property, Llc
  Costa Mesa, CA
• 12/2011 → Present
  Matsen Voorhees Mintz, Llp
  Costa Mesa, CA

Previous Registrations

• 2006-05-22 → 2010-11-15
  Family Office Services, Inc.
  Irvine, CA
• 2007-09-13 → 2008-08-06
  Select Portfolio Management Inc
  Irvine, CA
  Aliso Viejo, CA
• 2003-10-28 → 2005-12-16
  Valmark Advisers, Inc.
  Irvine , CA

Other Businesses

HISPEACE.NET - 4 HRS PER MONTH/BEGAN 1994/PROVIDE MEDIATION SERVICES, TYPICALLY FOR FREE TO ASSIST PEOPLE AFFILIATED WITH MY CHURCH. COVENANT.NET AND COVENANT NETWORK. 2 HRS PER MONTH. BEGAN 1996. PROVIDE RESOURCES TO EQUIP CHURCHES TO BUILD COVENANT COMMUNITIES. LICENSED TO PRACTICE LAW IN MD. MATSEN VOORHEES LLP - LIMITED LIABILITY PARTNERSHIP ENGAGED IN THE PRACTICE OF LAW. THE LAW FIRM SERVES AS A PAYMASTER TO COLLECT LEGAL FEES THAT ARE PARTIALLY SHARED WITH OTHER LAW FIRMS AND/OR RIAS LISTED IN THE ADV OF TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. ("TEAMS"). TEAMS IS A REGISTERED INVESTMENT ADVISOR FIRM THAT PROVIDES TACTICAL AND COMPREHENSIVE PLANS (E.G., FAMILY WEALTH BLUEPRINTS® AND OTHER DELIVERABLES) TO CHANNEL MEMBERS INCLUDING VARIOUS FINANCIAL PLANNING AND LEGAL FIRMS OUTSIDE OF CALIFORNIA. THE ORANGE COUNTY RETAIL OFFICE OF TEAMS IS ALSO KNOWN AS VOORHEES FAMILY OFFICE SERVICES ("VFOS"). (VFOS WAS FORMERLY KNOWN AS VISION FUNDERS, INC.). INTEGRATED DESIGN INSURANCE SERVICES, INC. ("IDI"), OWNED BY DARCI VOORHEES, COORDINATES HAND OFFS "ORPHANED" CLIENTS TO "A-TEAM" INSURANCE PROFESSIONALS WHO SHARE COMMISSIONS WITH IDI AS THEY PLACE LIFE, DISABILITY AND LONG-TERM CARE INSURANCE. IDI ALSO ACTS AS A BROKERAGE GENERAL AGENT ("BGA")TO HELP PRODUCERS RECEIVE BETTER COMMISSION PAYOUTS. TEAMS FACILITATES FEE-BASED PLANNING AND ASSET MANAGEMENT SERVICES. TEAMS SERVES AS A PAYMASTER FOR TWO ADVISERS OUTSIDE OF CA WHO ENGAGE CLIENTS AND GIVE OUT THE TEAMS FORM ADV; TEAMS COLLECTS REVENUE AND REDIRECTS FUNDS TO THE ENGAGING ADVISER. FAMILY OFFICE TECHNOLOGIES IS A SOFTWARE DEVELOPMENT FIRM THAT LICENSES TECHNOLOGY TO ADVISERS, INCLUDING VFOS AND MAINTAINS INTELLECTUAL PROPERTY RELATED TO 26 RESOURCES LISTED IN THE MEMBER OVERVIEW. VOORHEES INTELLECTUAL PROPERTY LLC OWNS APPROXIMATELY 2000 ARTICLES, POWERPOINT FILES, CASE STUDIES, SAMPLE PLANS AND OTHER INTELLECTUAL PROPERTY ITEMS THAT ARE LICENSED TO CHANNEL ADVISERS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-22
• S63 Uniform Securities Agent State Law Examination
  1986-08-11