Tim is an equity owner of the firm and heads up our Client Services Group. Tim and his team are responsible for helping clients increase the probability that the plans we help them put in place will be achieved. Tim oversees our annual review process with clients and is ultimately responsible for the implementation and follow-up stemming from those meetings. Tim specializes in advising our Business Owner clients on the single most critically important issue impacting their lives -- how to most efficiently and effectively EXIT their business.
Tim is a native of St. Louis, Missouri. He graduated from the Unviersity of Missouri-St. Louis with a degree in Finance. Tim joined our firm in October 2008 and has his Series 7 and 66 securities registrations with LPL Financial. He carries the CERTIFIED FINANCIAL PLANNERTM designation.
Tim and his wife Stephanie reside in St. Charles, MO. In his spare time, Tim enjoys playing golf and attending sporting events - especially St. Louis Cardinal baseball games.
Getting to know Tim
Favorite quote: "Excellence is not an act but a habit" - Aristotle
Favorite holiday: 4th of July
Favorite movie: Office Space
Something on Tim's bucket list: Play a round of golf at Augusta National
Favorite Food: Ribeye Steak
Place Tim would most like to visit: Bora Bora
Favorite Book: F. Scott Fitzgerald's The Great Gatsby
What motivates Tim: To help people develop and achieve their goals and objectives.
If Tim could meet anyone, past or present, it would be: Jesus