Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
Tim received his Bachelor of Science in International Management from Cal Poly – San Luis Obuspo, and attended Xavier University where he received his Masters in Business Administration. His professional training also includes brand management, product management and business unit strategic planning. Tim holds FINRA Series 7 (General Securities Rep.) and Series 66 (Uniform Combined State Law) registrations.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies