Tim is dedicated to helping his clients create wealth and leave a legacy by simplifying the complexity of their financial lives and aligning their personal values and goals with their finances. Tim has 15 years of experience in the financial industry as well as experience as a business owner and real estate investor, which gives him unique insight to help his doctor clients navigate the challenges of managing a practice. He is deeply passionate about providing unbiased advice, alternative investment options, and doing what is in his clients’ best interest, always. 

Tim attended the University of Missouri-St. Louis and lives in Charlotte, NC, with his wife, Meagan, and their four daughters. Tim and Meagan are actively involved in their local church and love studying the Bible and applying it to their lives. In his free time, you can find Tim and his family traveling, skiing, and enjoying the outdoors (especially the beach). He also enjoys sports, business, and being an entrepreneur.

To learn more about Tim, connect with him on LinkedIn.

Check out the background of this investment professional on FINRA’s BrokerCheck.