Tim focuses on retirement planning, estate planning, charitable giving strategies, investment management and insurance analysis. He is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary.
He has been a guest speaker and instructor on financial planning, retirement, and estate planning topics for The Ohio State University Extension and Northwest State Community College. He has served as President of the Society of Financial Service Professionals, Toledo Chapter. He also serves on the Board of Lutheran Ministries of Mercy, as well as holding leadership positions at Trinity Lutheran Church in Delta, Ohio where he is also the organist. Prior to beginning his financial planning career in 1992, Tim was a District Manager for a national retail chain.
Tim is licensed as a registered representative of Sigma Financial Corporation and as an investment advisor representative of Sigma Planning Corporation. To see a list of states where Tim is licensed, please see his BrokerCheck® by FINRA profile by clicking here.