Tim’s 20+ years of industry experience and his passion for helping others have resulted in international recognition in the financial community. Tim is ranked as a Top of the Table Member with the Million Dollar Round Table,* one of the premier financial advisory and insurance organizations in the world.

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After graduating from Whitman College in 1997 with a Bachelor of Arts in Economics, Tim went on to earn his Masters of Science in Financial Services in 2002. Shortly thereafter, Tim earned his Certified Financial Planner designation, joining an elite group of advisors who have completed the necessary training and requirements to hold the CFP  designation. As a Certified Financial Planner, Tim is a fiduciary who is committed to comply with its rigorous continuing education and ethics standards. Tim also holds Series 6, 7, 24, 26, 63, and 65 securities registrations.

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In addition to financial advising, Tim enjoys spending quality time with his fiancé and their blended family of five children. They enjoy traveling around the U.S. and abroad to sample local cuisine, visit new amusement parks, and sight-see both on land and at sea. An avid scuba diver, Tim fondly recalls a recent dive in Iceland where he was able to have both hands on two different continents at the same time! On the weekends, you can find Tim enjoying a concert at McMenamin’s Edgefield.

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