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 AIF® designation.

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.}