Tim brings a depth of knowledge to the E&M Consulting practice. Whether working with employers with well established retirement plans, corporate cash management and investment strategies or individuals, he is dedicated to helping clients develop, implement and monitor solutions that meet their unique needs. His philosophy has been to incorporate best practices into every aspect of the business.
A graduate of Bowling Green State University, Tim started his career in public accounting with 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 year career of advising clients on their investments, their employer sponsored retirement plans and the regulatory landscape that surrounds them. Tim is the founder of E&M Consulting and he and his team have been with Raymond James since 2006. 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 retirement plan consulting by his position on the Retirement Plan Advisory Council.
Tim and his team at E&M Consulting currently serve as a trusted advisor to over 50 business owners and executives who are responsible for more than 30,000 employees nationwide. They also consult on the investments of more than 150 families.
Born and raised in Northeast Ohio, Tim currently resides in Strongsville, Ohio with his wife Pam and their three children, Ryan, Adam and Janie. He and his family attend Grace Church. Tim enjoys spending time with his family, exercising, playing golf, coaching youth sports and volunteering.*The Raymond James Retirement Plan Advisory Council (RPAC) is a collective of financial advisors offering specialized experience and support for retirement plan sponsors. We provide a professional depth of experience and dedication to assist with the challenges that plan sponsors face in managing their obligations as plan fiduciaries. We acknowledge a fiduciary standard of care with regards to investment recommendations and monitoring of plan investments.