Tim specializes in serving the needs of corporate executives and issues that specifically impact them, such as company stock options and concentrated stock positions.
He has more than 24 years of experience in providing comprehensive financial planning, investment-based strategies, retirement strategies and services, and personal banking.
Previously in his career, Tim worked as a financial professional for Merrill Lynch and spent 12 years in management at United Parcel Service (UPS). He is a graduate of the University of Louisville School of Business and Webster University.
A native of Louisville, Tim and his wife, Melissa, have two daughters and a son. Tim is an avid sports fan and enjoys watching his son play Lacrosse at Bellarmine University. Tim and Melissa are enjoying their time as empty nesters and finding some time for travel.
Rebalancing a non-retirement account could be a taxable event that may increase your tax liability.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.