Tim works with individuals, families, and business owners to develop practical financial strategies focused on retirement income planning, investment strategies, wealth management, and risk management. He is passionate about financial education and helping clients make informed decisions with confidence.
Since beginning his financial services career in 2007, Tim has held a variety of advisory and leadership roles with Prudential, MassMutual, and New York Life, and most recently served as a Managing Director with Principal Financial. His experience in recruiting, training, developing advisors, and leading financial services teams has given him a broad perspective on the industry and a strong foundation for helping clients navigate their financial journeys.
With a background in manufacturing and military service, Tim brings a practical, disciplined perspective to financial planning that resonates with individuals, families, and business owners. He understands the importance of preparation, sound decision-making, and having a plan in place to navigate both opportunities and unexpected challenges.
Beyond his professional commitments, Tim is dedicated to serving his community as Commander of American Legion Post 485 and as an elected Trustee for Miami Township. He enjoys staying involved in his community and spending quality time with his five children and six grandchildren.
