Tim is passionate about his investment advisory business and his clients. With nearly 30 years of experience, Tim along with his business partner, David Bakker, strive to build long-term relationships with the people he serves. Specializing in the wealth management needs of successful professionals and retirees, Tim has helped hundreds of families accumulate, prepare for and transition into retirement, and build a legacy plan for future generations.
“Leveraging our experience and understanding, we can help you achieve financial clarity, make informed decisions and develop a plan that leverages your money as a tool to build a life you’ve earned. We are dedicated to helping you fully implement a financial and investment strategy that actually works to grow and maintain significant wealth as we guide clients with integrity, clear communication, education and straight- forward solutions”