Tim started his career in August 1993 with Financial Horizons located at Star Bank in Miamisburg, today known as US Bank. Over those 22 years, Tim worked closely with individual bank clients, businesses, and charities to provide investment and insurance solutions to meet their unique goals. His commitment to his clients and a consistent service model set him apart from his peers. His desire to be a more holistic advisor, providing comprehensive financial planning services, led him to become an independent advisor and small business owner in 2015. In fulfillment of that goal, Tim provides ongoing service, proactive communication, regular reviews, and the wealth of knowledge that comes from thirty years of experience.
When he’s not in the office meeting with clients, Tim can usually be found honing his golf game at one of his favorite local courses, or cheering his alma mater, The Ohio State Buckeyes; Go Bux! Tim and his wife of 32 years, Amy, raised three beautiful children in the Miami Valley and they still enjoy being the home base for their close-knit family.