Tim has 15 years of experience in investments and financial planning. This is complemented with an extensive background in business management, planning, budgeting and process improvement. The diverse background enables Tim to provide uniquely tailored investment, insurance and retirement strategies for small businesses, individuals and families.

Tim earned a Bachelor of Science degree in International Management from Cal Poly – San Luis Obispo. After graduating, he worked for many years leading multi-million dollar product lines on a global basis. While working, he earned an MBA from Xavier University with an emphasis in Finance. He began his investment career in 2011 with Merrill Lynch as a Financial Advisor.

Tim is highly active in the community through multiple organizations. He also volunteers with the Cincinnati Fire Department and has been coaching high school cross country and track since 2018, including a state championship winning team in 2024 and three state runner-up teams.

He currently resides in Hebron, KY with his wife and two children.