Tim’s passion is helping families at retirement build holistic financial plans focused on income distribution, asset preservation, and estate transfer.
Tim has a strong devotion for his families that trust him with their financial well-being. Since 2002, Tim has helped families across the U.S. with the important financial decisions surrounding retirement and throughout. He loves working with families within the income distribution and asset preservation “phase” of their financial life. Tim is a student of financial planning and has a strong desire to learn more about it every day. He has been married since 2009 to Roni, and they live in the St. Louis area with two amazing kids, Annie and Cal.
