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A nationally-recognized speaker and consultant, Tim has spoken across the country at company meetings, seminars and industry conferences on topics related to retirement income.
Tim began his financial services career more than 20 years ago as a Financial Advisor before moving to the Home Office of a Fortune 500 insurance company. Over time he was promoted to increasing positions of responsibility including Annuity Product Consultant, Regional Wholesaler and Regional Director. His strategies and sales language resulted in increased advisor confidence and played a key role in more than doubling the company’s annuity sales. Tim continues to expand his knowledge, having earned the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®) and Chartered Advisor for Senior Living (CASL®) designations. In addition, he is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Service Professionals (FSP).
Tim is married to his high school sweetheart, Jen, and they have three children, Brianna, Karina and Connor. He enjoys spending time with his family and participating in their school, church and athletic activities.
As 78 million baby boomers enter retirement, they are seeking proven strategies to help achieve their goals. Let Tim’s experience and expertise assist your advisors in designing a retirement plan which most efficiently addresses the many risks faced by retirees.