Tim Porter

Timothy Porter,

CRPS Director of Retirement Plan Services Financial Advisor, RJFS

Tim works closely with individuals navigating complex financial situations, helping them develop customized plans and manage their investments with greater clarity and confidence. His approach is rooted in positivity and genuine care, and he prides himself on being a problem solver who connects with each client on a personal level.

A graduate of Kent State University, Tim earned his bachelor’s degree in marketing and business administration. He also holds the Chartered Retirement Plans Specialist™ designation, which he feels underscores his deep knowledge in retirement planning and fiduciary responsibility.

Tim’s ultimate goal is to help his clients achieve financial freedom in retirement and fulfill their long-held aspirations.