Tim entered the financial services business in 1995. He graduated from the School of Business at UW Whitewater, and studied International Finance at University Hertford England. Tim's approach to financial planning begins with his commitment to helping each client towards reaching his or her financial goals by providing informed financial planning advice based on a wealth of national resources and access to a full range of investment choices.
"At Osaic Wealth, Inc., we provide comprehensive, fee based, financial planning services aimed toward meeting our clients long term goals," he says. "Our open architecture platform, national resources, and our access to a multitude of investment products have made us the financial planning firm of choice for individuals and institutional clients all across Wisconsin."
Throughout his years in the financial planning sector, Tim has integrated continuing education into his professional development, expanding his knowledge and skills in order to offer the appropriate financial advice to his clients.
A Registered Representative with Osaic Wealth, Inc., Tim also holds FINRA series 6, 7 and 63 registrations. He is a licensed life and health insurance agent. Tim holds the designation of Accredited Asset Management Specialist, (AAMS®), the designation of Chartered Retirement Planning Counselor (CRPC®) as well as the Accredited Investment Fiduciary (AIF®) designation*.
*Use of the AIF designation does not imply that Osaic Wealth, Inc. or its Investment Advisor Representations may act in a fiduciary capacity for ERISA Plans”.