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.