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Tim is a Certified Financial Planner® practitioner with more than 25 years of experience in the financial services industry. By voluntarily completing the CFP Board’s rigorous certification process, Tim has taken an extra step to demonstrate his professionalism. As a CFP® professional, he has committed to meeting the board’s continuing education requirements and practicing with higher ethical standards.
For Tim, there is nothing greater in business than developing meaningful, long-term relationships with those you serve. Working toward that kind of relationship on a daily basis, Tim assists clients as they work diligently to accumulate, preserve and transfer wealth through generations. Straightforward and oftentimes blunt, he wants more than anything for those he serves to feel confident in their plan, and to know that they are well taken care of by an advisor who puts their interests first.
Prior to joining Raymond James in 2016, Tim served as a wealth management advisor at Northwestern Mutual for more than 16 years. A Chartered Financial Consultant®, he also earned his bachelor’s degree from the University of Dayton in 1999.
A lifelong Ohioan, Tim makes his home in Oakwood where he enjoys being involved in the lives of his family, cheering for the Cincinnati Reds, the Cincinnati Bengals and the University of Dayton Flyers basketball team.
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.