Tim has been helping individuals, families, and business owners with their health and financial planning needs since 2007. With a background in nonprofit leadership and business management, he brings a deep understanding of financial security, retirement strategies, and long-term wealth planning.

✔ Specializes in transitioning clients from saving for retirement to creating income in retirement

✔ Stays up to date with the latest Medicare, annuity, and investment strategies

✔ A fiduciary committed to always acting in the client’s best interest



When he’s not working, Tim enjoys hiking, yoga, meditation, and spending time with family and friends. His favorite reminder? “Above the clouds, there is always the sun.”