As a wealth advisor, Tim enjoys spending his time with clients crafting plans to accomplish their goals – paying close attention to the investment, estate, risk, and tax implications of the decisions made.  His desire is to establish a deep relationship allowing for a true partnership with every client. Tim demonstrated his commitment to the firm by becoming a partner in February of 2022.

Tim earned a Master of Business Administration from Saint Louis University’s John Cook School of Business and a Bachelor of Science in Finance from Arkansas State University.  He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the CEPA designation.

Tim earned his Certified Exit Planning Advisor (CEPA) designation in 2024. Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit.

Tim was a collegiate baseball player and played professionally within the San Francisco Giants organization.  He currently serves on the Board of Directors for the Fellowship of Christian Athletes – St. Louis.  Tim and his wife, Alli, have three young and active sons.  When they aren’t at home or work, you can most likely spot them on a local sports field.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP^® & CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.