Professional
With over 30 years of experience in the financial services industry, Tim is dedicated to providing customized solutions to his clients' financial planning needs. Tim's commitment to professional development keeps him well informed on financial trends as well as the best tools available to help his clients achieve their financial goals. Tim's holistic approach to planning guides his clients through each phase of wealth management: accumulation, growth and distribution.
Tim has achieved significant professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional (RICP®), Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). These designations, coupled with Tim's years of experience, make him well qualified to provide comprehensive financial planning for anyone who is interested in realizing a bright financial future.
Awards and Recognition
Health Insurance Quality Award 1987-1990
Award recognizing quality in the field of health insurance
Million Dollar Round Table Provisional Member 1989
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Million Dollar Round Table Qualifying Member 1990-1992, 1995-1996, 1998-2000, 2013-2016
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Million Dollar Round Table Qualifying/Life Member 2001-2003, 2006-2009, 2017-2022
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2015
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 1986, 1988-1994, 1996-2010
Award recognizing persistency and performance
National Sales Achievement Award 1987-1992, 1998-1999, 2002, 2004, 2006
Award recognizing performance