Tim incorporates entrepreneurship and holistic financial planning to deliver the best solutions and service to his clients. His top priority is to accomplish each client’s individual goals so they can focus on living their best life by creating a successful financial future through proper planning.
Tim is a graduate of University of West Florida with his Bachelors in Finance & Management and continued to accomplish his MBA. While at UWF, Tim competed as a student-athlete in Cross-Country/Track and earned various school records. He holds a Series 7 and 66 Securities Registration, Life Health and Variable Annuity license along with Accelerated Portfolio Management Advisor certification.
Tim and his wife, Caitlin, fulfilled one of their dreams by moving from Pensacola, Florida to Colorado Springs in the summer of 2019. They enjoy climbing 14ers, snowboarding, mountain biking and playing with their two dogs Argie and Fitz!