INVESTMENT ADVISORY REPRESENTATIVE

Tim has been helping clients manage their assets for over 30 years.

He follows our fiduciary philosophy of “Clients best interest first”, ( and foremost).

Tim’s focus is on Asset Preservation and Income planning.  He has helped us develop several planning strategies that our clients find very favorable. Tim and Bob believe in the “Team” approach  see most of our clients together and therefore develop our client’s Retirement plans together. Tim is also heavily involved in our workshops.

He looks forward to working with you in the future.