Financial Advisor

Tim’s passion is helping people make good decisions with their finances. He loves working with a wide range of families, and is honored to be considered a partner in their financial success. His approach is that of a teacher, he doesn’t believe people make good decisions investing in things they don’t understand. With this in mind, he takes the time to do the research, consider all unique circumstances of the individual, and patiently walk them through investment choices custom-tailored to their needs.  He holds a Series 7, Series 63, Series 65 and Life and Health Insurance licenses.   When Tim is not serving his clients, he enjoys spending time with his wife and 2 children. Tim enjoys traveling, hobby farming, riding his motorcycle and exploring new restaurants.