Tim is a CERTIFIED FINANCIAL PLANNER® (CFP®) and has been an advisor since 2011. He primarily works with families, self-employed business owners, and those near or in retirement, guiding them through the Lifeworks experience.

As a former teacher, his goal is to educate clients as much as guide them at every step along the way. He prioritizes a proactive approach rather than a reactive one to planning, leveraging comprehensive financial planning to help clients achieve financial independence and success to and through retirement.

He is married to Megan, his beautiful wife, and has two fantastic boys—Max and Jack.