For Tim, financial advising is more than a profession—it's a calling to help families navigate the complexities of retirement with clarity and confidence. Since 2002, he has dedicated his career to building comprehensive, long-term financial strategies that his clients can depend on.
Tim’s process is centered on a deep understanding of each family's unique goals. He focuses intently on the crucial phases of retirement planning, ensuring his clients are well-prepared for a successful transition from wealth accumulation to distribution. His primary areas of expertise include:
- Retirement Income Planning: Structuring dependable income streams to support your desired lifestyle.
- Asset Preservation: Implementing strategies to protect your hard-earned wealth from market volatility and other risks.
- Estate & Legacy Planning: Ensuring a smooth and tax-efficient transfer of assets to the next generation.
A lifelong learner, Tim continuously seeks out new knowledge to better serve his clients. He and his wife, Roni, have been married since 2009 and live in the St. Louis area with their two amazing kids, Annie and Cal.
