Tim began his career in the financial service industry in 2013 after graduating with a BA in Finance from Illinois State University. He has gained a unique perspective on comprehensive financial planning, investment management, tax and estate planning from his many mentors in the industry. Tim holds the CERTIFIED FINANCIAL PLANNER (CFP®) designation along with the Series 65 license, and Life Insurance License.
As a fiduciary, Tim has developed a passion for helping busy families and individuals simplify their financial lives and achieve their most important goals. Clients have complimented him on his transparent, down-to-earth approach. He’s committed to researching and implementing modern and leading-edge planning techniques to give his clients the highest probability of success.
Tim married Andrea in the Summer of 2015. Together they enjoy time with their son, Theo, traveling, working on their home, and exploring great places to eat around the Chicago-Land area! When not working or enjoying time with family and friends, Tim is an avid photographer, a very amateur DIY-er, and enjoys keeping up with the latest tech innovations.