Tim brings a depth of knowledge to CKE Financial Services. Whether working with employers with well-established retirement plans, corporate investment strategies or individual’s plans, he is dedicated to helping clients develop, implement and monitor strategies designed to meet their unique needs.
A graduate of Bowling Green State University, Tim started his career in public accounting at Barnes, Wendling, Cook & O’Connor before moving on to the world of corporate finance and accounting with the Jacobs Group, a national real estate development firm. In 1991, he began his over twenty five year career of advising clients on their investments, their employer sponsored retirement plans and the regulatory landscape that surrounds them. Tim is an Accredited Investment Fiduciary™ and currently holds the following licenses: Series 7, Series 63, Series 65 & Series 6. He is also recognized by Raymond James as a leader in consulting by his position on the Retirement Plan Advisory Council.*
Born and raised in Northeast Ohio, Tim currently resides in Strongsville, Ohio with his wife Pam. Tim enjoys spending time with his wife and three young adult children, exercising, playing golf and volunteering.
*Raymond James’ Retirement Plan Advisory Council membership is based on assets under management, number of qualified group retirement plans, designations obtained, and compliance record. Membership is not an endorsement, is not representative of any one client’s experience, and is not indicative of future performance. No fee is paid in exchange for this membership.
Raymond James does not provide tax or accounting services.