Tim graduated from Baldwin Wallace College with a Bachelor of Arts in Business Administration with a concentration in Finance and a minor in marketing. Tim holds various Life, Health and Annuity licenses as well as Mortgage licenses in many states. In this fashion, Tim continues to be current and qualified to review and consult on various security, annuity and insurance products. Tim is known for providing unique and creative solutions for clients’ estate and business problems, utilizing a variety of financial protection and asset accumulation products and services. Working closely with his customers to identify their financial needs, Tim uses these tools to help craft strategies for each client’s situation. He believes it is important to align your money decisions with what’s important in your life. He engages in meaningful conversations with his clients to gain a better understanding of what is important to them and their family. With a desire to help people plan for their financial futures, Tim assists individuals and families of all income levels in identifying their personal and family needs and resources in order to obtain a comfortable level of security for today and tomorrow.
Tim enjoys spending his spare time on the golf course and spending time with his dog Ginger.