Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments


  • APMA™ Accredited Portfolio Management Advisor™
  • ADPA™ Accredited Domestic Partnership Advisor™
  • MPAS™ Master Planner Advanced Studies™


  • 1992 Worthington Kilbourne High School
  • 1996 Kent State University, BA, Major: Finance

Awards & recognition

  • Ameriprise Circle of Success, 2015 - 2020

Community participation

A Kid Again- Capes & Crowns 5K & Family Fun Fest supports families in Central Ohio raising a child with a life-threatening condition.

Friends of the Shelter 5K for K9's

Friends of the Shelter Pup Art fundraiser


Tim and his wife, Irene met while attending Kent State University and have been married for 16 years. They have one son, Ethan. As a family they enjoy traveling, skiing, camping, watching movies, attending sporting events and playing with their dog, Pipa. In his free time, Tim enjoys playing golf and watching his favorite teams.