Broker Check

About Tim

Tim is an Independent LPL Financial Advisor – that means he has a private financial planning and investment management practice and partners with an independent Broker-Dealer and Registered Investment Advisor (LPL Financial in this case, obviously) to help facilitate clearing and compliance services, provide independent research, practice management and training, in-depth support, technology, and initial due diligence on the thousands of products and services made available to his clients.

Tim has been in the financial services business for over 25 years, and in private practice since 2011.

Tim considers himself fortunate in that he is able to help folks every day by doing what he really likes to do – which is to say, help them work towards their financial goals in a responsible and steady manner while using an ethical, client-centered set of processes to do it. And yes, there is a lot more to it than just that, but that is the main crux of it.

Over his professional career, and to aid in his financial planning and investment management practice, Tim has found it helpful to acquire and maintain the following professional designations:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)

Tim has been married for over 29 years, and the father of two grown kiddos.