Tim has been an advisor since the late 90's and has seen both strong bull and bear markets. He has successfully navigated clients through both strong bull and strong bear markets, helping them pursue their financial goals. Through experience, rigorous study, a 2-day exam, ethical requirements and continuing education, Tim holds the CERTIFIED FINANCIAL PLANNER™ certification. He loves investing and his motivation is his clients success. "It is very fulfilling when a client opens a statement and is pleasantly surprised at the results. When clients are excited about the progress they make, that really inspires me," says Tim. He is a graduate of UCF and resides in Lake Mary with his two sons. He has several hobbies which include golf, scuba diving, and boating. A graduate of Leadership Seminole, he is actively involved in community affairs.
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.