Tim has been helping retirees and pre-retirees plan for their 'non-working years' since 2007. He brings the strength, understanding, and care that go with running various businesses over his career, including ten years as the manager of a multi-state outreach department for an international nonprofit organization.

 

As an investment advisor, Tim very much enjoys helping people create solid financial plans and specializes in helping people transition from the accumulation phase (putting money into their retirement plans) to taking it out as a source of income in retirement. This process is not just about dollars and cents but really understanding his client's desires, passions, and purpose.

 

As a fiduciary, he is motivated to do what is best for the client. He always keeps up with the latest investments and strategies to make sure your dollars are growing as efficiently as possible.

 

If you want to have a stress-free retirement, Tim can help you create a comprehensive financial plan that uses a wide range of investment options.

 

In his free time, Tim enjoys his family, friends, hiking, yoga and meditation. One of his favorite quotes is that:  above the clouds, there is always the sun.