My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

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20
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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