Tim is a dedicated Financial Advisor committed to helping his clients not only reach retirement but thrive through it.  He works closely with individuals and families who are retired or are approaching it, making sure their financial plan is something they feel confident about, not just a stack of paperwork they hope works out.

With nearly 25 years of experience coaching and guiding people toward their goals, Tim has built his career on a simple but powerful foundation: education, relationships, and trust.  Operating as a fiduciary, he takes a straightforward, client-first approach to investment advisory that keeps long-term outcomes front and center.

Outside of the office, Tim is a devoted husband and proud dad to two boys.  When he’s not helping clients plan, you’ll likely find him on the baseball diamond, football field, or basketball court, coaching his sons and cheering them on every step of the way.  He also enjoys staying active and spending time outdoors, fishing and hunting whenever he gets the chance.

With a genuine passion for coaching, education, and connecting with the people he serves, Tim brings that same energy to every client relationship, because to him, financial planning isn’t just a profession, it’s personal.