Since entering the financial services industry in 2001, Tim has prided himself in helping his clients take a holistic view of their financial situation. Concentrating in the individual planning and financial education market allows him to work directly with his clients in order to help them make more informed and prudent financial decisions for themselves, their families & businesses. Financial success isn’t just about picking the right investments, rather it’s building a solid and integrated foundation and updating these pillars as life changes. His approach is about building long term relationships to help his clients feel more confident in their insurance, investments, estate planning and debt management decisions.
Tim is an education specialist for retirement services. In either group or one on one sessions, he helps plan participants understand and take full advantage of their company sponsored benefits. Worksite programs include financial, risk management, insurance, college & estate planning, debt and wealth management.
Tim is originally from Mentor, OH, and is a graduate of Ohio University, where he earned a bachelor’s degree in healthcare administration and played on the universities men’s ice hockey team. He and his family live in Kent where he enjoys spending time in the outdoors, hiking and biking. Tim currently holds his Series 7, Life, Health, Annuity and Property/Casualty licenses.