Hi, I'm Tim!

A few years ago, I went paragliding over the mountains of Switzerland. Have you ever done anything like this? It’s just you, a pilot (Francois was mine) and a parachute, gliding through the air, thousands of feet above the ground. With the brightly colored chute ballooning overhead, the pilot sits just behind you, looking over your shoulder as you sit comfortably in front while he navigates.

It occurred to me that this is the role I play in the lives of my clients. They have goals that are very important to them – a lifestyle they hope to achieve, places they want to see, legacies they want to leave. As they make their way, they want to know that the trusted professional at their shoulder will help them navigate the inevitable ups and downs of the journey.

In our practice, that journey begins with a discussion about what is important to you – a comfortable retirement, a charitable giving goal or estate or tax considerations. Next, we walk through our established process to build the personalized strategies needed to help achieve your goals. This includes creating a portfolio of investments unique to you that is monitored regularly. Finally, we partner with you to help keep you on track over time through ongoing plan review appointments and quarterly touch points regarding your investments.

Personal service is critically important to our team. My Senior Branch Office Administrator, Linda Reeves, has been working with me for over 25 years, and shares my commitment to providing the highest possible level of service. She is deeply dedicated to helping our clients stay on track with their goals.

As a team, we truly enjoy helping others reach their financial goals and dreams. Of course, it is not possible to help everyone who contacts us and still provide attentive and individualized service. For this reason, we focus on serving those with complex planning needs, tax challenges or business ownership sale and transition goals. To help meet these needs, I hold the Chartered Financial Consultant®, Certified Exit Planning Advisor® and Accredited Asset Management Specialist™ designations.

If you are retired or nearing retirement, or if you are a business owner looking to drive value in your business, give our office a call or stop by to discuss your financial goals. It would be our pleasure to help you navigate the journey.