Senior Lead Planner
Tim has dedicated his career to working closely with clients to help realize their financial goals and objectives with a thoughtful, consultative approach. With 10 years of advisory and consulting experience, Tim brings a strong economic acumen and a good understanding of interpersonal relationships. Tim is passionate about helping people improve their financial literacy and fitness. Tim earned the Certified Investment Management Analyst® (CIMA®) certification in 2016. This certification is administered by Investments and Wealth Institute® (IWI®) and taught in conjunction with The University of Chicago Booth School of Business. In 2018, Tim was authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CFP® marks. A native of West Michigan, Tim now lives with his partner in Tennessee.
Tim enjoys being outdoors, hiking, learning, cooking, and enjoying time with friends and family.
Education: Northern Arizona University (BA), Bowling Green State University (Graduate Student, MA in Progress)
“Your life is an occasion. Rise to it.” - Suzanne Weyn
Get to know Timothy
Spencer and I in Qibao
Family time over the holidays in West Michigan
Friends adventuring in Arizona
Myself and my partner, Spencer, in Dover.
If you could visit anywhere in the world you've never been, where would you go?
What's the coolest thing you're working on right now?
Earning a Private Pilot License
If you were a crayon, what color would you be?
Green – it’s peaceful!
What's your favorite movie?
The Birdcage (1996)