Tim, the founder of Attain Wealth Planning, has been involved in the financial services industry since 2009. He founded Attain Wealth Planning on the belief that wealth planning should be provided by a team that works together to ensure all portions of wealth are coordinated and cohesive. Tim believes in using a planning-first strategy to ensure his clients can make educated, sound financial decisions when transitioning to retirement. He currently resides in Lancaster, NY with his wife, two children, and two dogs.