Tim is a licensed financial advisor with nearly two decades of experience in the financial services industry. He works with individuals and families to develop personalized strategies designed to help them build, protect, and preserve their wealth.

Tim focuses on investment management, retirement planning, annuities, life insurance, and long-term care planning. He takes a thoughtful, relationship-focused approach, helping clients navigate important financial decisions with clarity and confidence.

As a father of four, Tim understands the importance of planning not only for today, but also for the people and goals that matter most.