Our people are our greatest asset, and we seek to maximize their potential so they may bring immense value to the clients that we serve. Throughout our entire firm, we strive to provide exceptional advice and perspective on every facet of our clients’ financial lives. Our talented professionals bring decades of experience and a relentless pursuit of excellence in everything we do. We invite you to learn more about the members of our team.
View BioThomas C. Myers, CFA, CFP®Managing Partner & CEO
View BioDavid K. Murdock, Jr., CFP®, CLU, CIMA®Managing Partner
Thomas C. Myers, CFA, CFP®
Managing Partner & CEO
Tom has over 30 years of wealth advisory services experience and a deep background in investments, finance and taxation. Tom leverages his extensive experience to help our clients develop and maintain long-term strategies for preserving and enhancing their wealth.
Prior to founding Bordeaux Wealth Advisors, Tom was a partner and held senior roles at preeminent wealth management, trust, and accounting firms, where he served private individuals, families, senior executives and entrepreneurs. Tom has been consistently recognized over the past 10 years as one of the nation’s top financial advisors by Barron’s*.
Tom earned an M.B.A. from the Wharton School at the University of Pennsylvania and graduated cum laude from Miami University in Oxford, Ohio with a B.S. in Business Administration (Accountancy). He holds the following professional designations and licenses: Chartered Financial Analyst, Certified Financial Planner, and is an inactive Certified Public Accountant. Tom is currently a member of the CFA Institute, the CFA Society of San Francisco, and the American Institute of CPAs.
Tom and his wife live in Menlo Park, California, and have three grown children. He enjoys tennis, golf, and various other outdoor activities. Tom also enjoys traveling, reading and has a passion for wine.
David K. Murdock, Jr., CFP®, CLU, CIMA®
Dave brings over 25 years of experience helping individuals and families preserve and enhance their wealth through comprehensive investment and financial planning.
Prior to founding Bordeaux Wealth Advisors, Dave held senior roles across the financial planning, investment advisory and wealth management industries. His past experiences encompass positions as a Partner of Silvercrest Asset Management, a Managing Director of Northern Trust Company and a Senior Manager with Ernst & Young. Dave has been named one of the Top 100 Global Wealth Advisors by Worth magazine*.
Dave earned an M.B.A. with honors from the Booth School of Business at the University of Chicago and graduated from Kansas University with a B.S. in Business Administration. He holds the following professional designations and licenses: Certified Financial Planner, Chartered Life Underwriter and Certified Investment Management Analyst. Dave is also a member of the Financial Planning Association, the Investment Management Consultants Association and the CFA Institute.
Dave lives in San Jose with his wife Sheryl, and has two daughters. He enjoys reading, golf, running and barbeque cooking.
Jeff brings a breadth of financial planning knowledge and experience to his role as Senior Wealth Advisory Analyst. As head of our analyst group, he is responsible for driving portfolio analytics, financial modeling, and wealth preservation strategies for clients with even the most complex financial lives. He has been with Bordeaux Wealth Advisors since its launch.
Prior to his current position, Jeff spent more than 14 years working in tax planning, estate planning and holistic wealth management. Before that, he provided tax and financial planning services for individuals and closely-held businesses, specializing in financial forecasting and tax return preparation.
Jeff received his B.A. from the California State Polytechnic University, Pomona. He has been a member of the CAIA Association since 2010.
Along with his wife and two children, Jeff lives in San Francisco. His family loves to travel, and he will happily read pretty much anything he can get his hands on.
Timothy W. Harvey, CFA, CFP®
Tim first entered the wealth management industry in 2000, and he now provides a wide range of professional experience to the firm’s holistic wealth management approach for our clients and team. He has been with Bordeaux Wealth Advisors since its founding.
Before the launch of BWA, Tim spent a decade conducting equity research and as Chief Investment Strategist for a fee-only wealth management firm on the East Coast. He also served high-net-worth clients in a financial planning capacity for a number of years. In these roles, he developed extensive expertise in asset allocation, macroeconomic analysis, risk management, assessment of household cash flows and qualified plan design.
Tim graduated from Haverford College in Haverford, Pennsylvania with a B.A. in Economics. He has been a member of the CFA Institute since 2004, and is a member of the CFA Society of San Francisco and the Financial Planning Association.
Tim is passionate about golf and loves the outdoors, regularly spotting wildlife during bike rides before work. He has held leadership roles at local chapters of numerous charitable organizations, and moved to the Bay Area in 2014.
Andrew Ish, CFA, CFP®, CPA
Wealth Advisory Analyst
With more than eight years working in holistic wealth management, tax planning and mutual fund services, Andrew brings a passion and diligent approach to financial planning and independent investment advice, both in a client-facing role and behind the scenes. He has been with Bordeaux Wealth Advisors since its founding.
Prior to his current position, Andrew developed a keen, detail-oriented approach to his work in roles at a mutual fund service provider. He also worked as a staff accountant, providing tax services and assistance to the wealth management division.
Andrew earned a Master of Professional Accountancy degree as well as a B.A. in Accounting from the University of Wisconsin-Whitewater, and attended international business classes at University College Dublin. He is also a member of the CFA Institute and the Financial Planning Association.
Andrew is an avid basketball player, enthusiastic golfer, frequent angler, and enjoys connecting with friends and family near his hometown in the Midwest. He currently lives in Silicon Valley.
Tyler C. Johnson, CFP®, CPA
Wealth Advisory Analyst
Tyler’s career in wealth management began over five years ago with a specialty in tax planning, an essential skill that we incorporate into our client engagements. He is also directly involved with a number of clients in a supporting role. Tyler has been with Bordeaux Wealth Advisors since its inception.
Prior to his current position, Tyler provided tax preparation and planning services for high-net-worth individuals, trusts, partnerships and private foundations. In addition, he worked directly with the portfolio manager of a wealth management firm, delivering a variety of investment advisory and financial planning services to affluent families.
Tyler graduated from California Polytechnic State University with a B.S. in Business Administration and Accounting and a minor in Psychology. He is a member of the Financial Planning Association.
Having grown up in the Bay Area, Tyler supports many local professional sports teams. He also enjoys playing basketball and golf, and volunteering for several nearby non-profit organizations.
Client Service Assistant
Gail helps to ensure that the office runs effectively and efficiently, and more importantly, she is the one whose smiling face welcomes guests to our offices. Gail has been with Bordeaux Wealth Advisors since its inception.
Earlier in her career, Gail spent over a decade in marketing and product management for a major medical diagnostics company. In addition, she was responsible for all aspects of national and regional conferences across the country for thousands of attendees.
She graduated from the University of Nevada, Reno with a degree in elementary education.
Gail was raised in the Bay Area and makes her home in Menlo Park, California. She has two grown daughters and has held a number of leadership roles with local schools and charities. Gail enjoys outdoor activities, and her favorite way to relax after hours is taking a long walk with her dog.
Christopher C. Leary, CFP®, CPA
With more than a decade in tax planning, estate planning and holistic wealth management positions, Chris brings a breadth of experience to our clients up and down the west coast. He has been with Bordeaux Wealth Advisors since its launch.
Prior to his current position, Chris provided tax and financial planning services for high-net-worth individuals, corporate executives and affluent families in Silicon Valley. In several roles, he has specialized in multigenerational wealth management and planning, closely-held businesses and their owners, as well as various compensation and stock option programs.
Chris received his B.A. from the University of California, Davis. He is currently a member of the Financial Planning Association and the American Institute of CPAs.
Chris is an exceptional athlete, competing in countless endurance events, such as triathlons of all distances. He is a Northern California native and makes his home in Redwood City, California.
Chief Administrative Officer
Teling joined the management team in 2017, bringing top operational and financial expertise to the team. Prior to joining BWA, Teling was the Chief Operating Officer for the family office of a prominent Silicon Valley executive. She has also advised many early stage ventures and served on various boards of startups, as well as audit and executive committees for several nonprofits. Teling has led numerous contract negotiations, technological systems integrations and merger and acquisition due diligence processes.
Teling graduated magna cum laude from San Francisco State University with both finance and accounting degrees. She is an alumna (CSEP) of Columbia University Graduate School of Business and has attended many Harvard Business School executive education programs. Teling is a member of the American Institute of Certified Public Accountants and a Governance Fellow of the National Association of Corporate Directors.
Outside of the office, Teling’s hobbies include golf, sailing, traveling and bicycling. She has been a Bay Area resident for 30+ years. She and her husband have a daughter in college.
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