A wealth advisor for over 22 years, Tim guides our team in helping clients pursue their financial goals by providing prudent advice on investment management, retirement distribution strategies and a diverse range of key areas, including: life and health insurance, tax planning, estate planning, educational savings and financial aid, and intergenerational wealth transfer.
Tim is dedicated to guiding his clients in helping to build a solid foundation of financial independence for their families through education, communication and service that exceeds expectations. As a second-generation financial advisor, he carries on the legacy of his father. Tim collaborates with clients in more than 25 states.
In 2007, Tim attended Wharton Business School at University of Pennsylvania to study retirement distribution strategies and advanced concepts. Committed to his ongoing education, Tim became a CERTIFIED FINANCIAL PLANNER™ professional in 2010, and he also holds the Chartered Financial Consultant® (ChFC®) designation, which focuses on estate planning and wealth transfer strategies. In 2023, Tim was named a member of the Raymond James Leader’s Council*, a prestigious club offered at Raymond James based on years of service and production. Previously, Tim was a Raymond James Executive Council member for 11 years and also named a Level II Investment Management Consultant (IIMC) by the firm for his consultative and sophisticated approach to managing and growing his practice.
Tim lives in Wheaton, IL with his family and attends church in Batavia, IL. He volunteers for several local charities and is dedicated to the strengthening of the community.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Foundation Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consultant program.
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
Raymond James and its advisors do not offer tax or legal advice.