For over 30 years Tim has assisted his clients work toward their financial goals of growing, protecting, enjoying, and passing on their wealth. The use of a macro-economic approach to planning demonstrates to his clients how each financial decision they make will impact other areas of their financial lives.
Tim enjoys the educational part of his client meetings. This allows his clients to understand the importance of a holistic planning system. Only by planning around all aspects of a person’s finances can you help them build a comprehensive plan. Although product performance is always important, products should be used to implement sound strategic financial strategies that are made through careful planning.
Tim and his wife Diane have two children and live in Oregon, WI. When not working he enjoys golf, hunting and fishing. Tim and Diane also enjoy spending time at their Cabin in St. Germain, WI.
Registered Representative and Financial Advisor of Park Avenue Securities LLC and Retired Agent of Guardian. CA Insurance License # 0I49459