As a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional, Tim provides advanced financial planning and investment management strategies to successful individuals and owners of closely-held businesses. Tim prides himself on offering fiduciary advice to his clients.He embraces getting to understand how each family has a unique set of goals, circumstances, and objectives that need special attention and care. He brings together all of the client's trusted advisors to maximize the outcome of the plan and provides guidance when there is a need to add additional team members when appropriate.Tim has experience helping families with advanced college planning and pre-retirement planning, two things that commonly go hand-in-hand. Through this experience he broadened his skillset in helping families develop comprehensive financial plans including, but not limited to, tax mitigation strategies, estate planning, and personalized investment management.