Tim serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. He practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning. Tim’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.
Prior to joining Creative Planning, Tim worked as an Investment Consultant with a national financial services company where he served individual clients assisting them with their financial needs. During his tenure there, he was responsible for having a detailed understanding of his clients’ circumstances and worked closely with them to help achieve their goals.
Tim received his Bachelor of Science degree in Finance from Coastal Carolina University, an MBA from the University of South Carolina, and is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Additionally, he holds the Chartered Retirement Planning Counselor (CRPC®) professional credential as designated by the College for Financial Planning and the Certified Fund Specialist (CFS®) professional credential as designated by the Institute of Business and Finance.
Tim and his wife, Elisa, have three children – Landon, Parker and Ellie Grace. In his spare time, he enjoys spending time with his family, fitness activities, woodworking, baseball, and golfing.