Advisor profile

What you can expect when you work with me

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.

Get started
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Insurance
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies

Education

  • United States Air Force Academy - Management 1996-2000
  • Washington University in Saint Louis - MBA 2006

Community participation

Past Vice President: Gateway Alumni Chapter of the United States Air Force Academy

Eureka Junior Wildcats Football Club

Member: Genesis Church

Interests

Tim is married to his wife, Brandi, and they live with their four children at their home in Saint Louis, Missouri. He is an active member of his local church and is the coach for several of his children’s little league teams. Tim is a veteran of the US Air Force having served from 1996-2005. He does an occasional woodworking project and enjoys telling stories to his kids before bedtime. When time permits, Tim likes to play golf and enjoys the outdoors, especially hiking. Tim appreciates history and learning about new technology. He is well read regarding the events that are shaping the world today.

My photos

1 albums
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