For Tim, the most rewarding aspect of being a financial advisor is reaching that “aha” moment with clients when there’s mutual recognition of their goals – and then building a road map for achieving them together.
Helping others, no matter where they are on their financial path, fulfills and enriches Tim on many levels. He recalls advising a recent widow who felt like she was losing control over her life. Part of her anxiety stemmed from a lack of confidence and understanding of her financial picture. Tim worked closely with her, establishing trust and an achievable plan so that she could gain peace of mind and focus on other areas of her life.
Once Tim creates the blueprints that help clients achieve their goals, he ensures their financial plans remain on track and connects with them regularly to provide guidance and updates. Topics of discussion can include investments, retirement, tax planning, insurance, estate planning and funding education goals.
When he’s not serving clients, Tim likes to spend time with his wife, daughter, and dog and enjoys camping and hiking. He and his wife also volunteer for organizations that support at-risk children and the homeless.
Bachelor of Science in finance – University of Illinois
Current Boards Children’s Home and Aid Associate Board, Safe Families for Children