Tim offers personalized service and attention to each of his clients, developing tailored financial strategies to suit their needs. He has expertise in comprehensive financial planning, specializing in business planning, insurance guidance, investment management and retirement and estate planning. He takes great pride in dedicating his experience to helping families and individuals plan for their goals and the milestones ahead.

Before joining Raymond James, Tim was vice president of investments at H&R Block Financial Advisors as well as Quick & Reilly. He earned a Bachelor of Business Administration from the University of Wisconsin-Whitewater.

When he’s not in the office, Tim enjoys gardening and running. He is a Sheboygan, Wisconsin, native and lives with there his wife, Stacy, and their daughter, Elizabeth.