Tim comes from a long line of Equitable advisors as he is a fourth-generation financial advisor of Equitable. He followed his father into the financial services profession to help improve the lives of others. Tim's father taught him the impact a financial advisor can have on families and small businesses.
No matter what stage in life Tim’s clients are at he creates a financial roadmap for his clients. Through his holistic approach, Tim assists his clients with retirement planning, wealth accumulation, risk management, and creating generational wealth while implementing tax efficient strategies. Key components to Tim’s holistic approach are to educate, as well as provide the peace-of-mind clients seek now and into the future. Tim takes great pride in assisting his clients achieve their financial goals.
After attending college and working in the Indianapolis area, Tim and his family moved back to Wisconsin. Tim currently lives in Waukesha with his wife and son. Tim enjoys spending his free time with family and friends, golfing and is an avid fan of the Packers, Bucks & Brewers. Tim has achieved his FINRA Series 7, 63 and 65 registrations as well as Life, Health & Variable Insurance licenses.
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