Tim serves as a Wealth Manager at Creative Planning. Utilizing a disciplined approach, Tim works with clients to develop a cohesive strategy to meet the most complex goals and needs. This comprehensive approach covers wealth management issues in the areas of tax, estate planning, investment management, business succession planning, corporate stock option planning, insurance, retirement planning, and charitable planning. Tim will work with you personally to understand your needs and provide you a customized game plan to achieve your goals.
Tim began his career in the investment industry in 1999. Prior to joining Creative Planning Tim was a Vice President, Financial Consultant at a major national financial services company, managing a practice of over $650 million in assets. While at his prior firm, Tim was recognized with the prestigious distinction of Chairman’s Club winner five different years. This award recognized the top 10% of Financial Consultants in the company. In 2007, Tim also received the Platinum Club award that recognizes the top five individual Financial Consultants in the company. Throughout his career, Tim has gained extensive experience in comprehensive wealth management for high net worth clients. Tim was a national leader for his prior firm, and he was involved in training and leading other Financial Consultants in the areas of wealth management.
Tim graduated from Baylor University in 1999 with a Bachelor of Business Administration degree in Finance. Tim has earned the CERTIFIED FINANCIAL PLANNERTM designation, Certified Wealth Strategist designation, Accredited Asset Management Specialist designation, and Chartered Mutual Fund Counselor designation. Tim also holds the Series 7, 9, 10, 63, and 66 securities licenses.
Tim lives with his wife, Jackie, and their three children Jake, Haley, and Ethan. Tim and Jackie are actively involved in their church, where they serve in various ministries. Tim has served in financial leadership positions for his church and has taught the Dave Ramsey, Financial Peace University class.
In his spare time, Tim enjoys spending time with his family, coaching soccer and basketball, reading, traveling, running, swimming, and biking.