Tim Verschure, Aif®, C(K)P®, Cws® Email & Phone Number

Raleigh, Nc, Us

I joined CAPTRUST in 2020 as a Principal and Financial Advisor responsible for providing investment advisory services to high-net-worth individuals, families, and institutions.Prior to joining CAPTRUST, I spent more than twelve years with Lakeside Wealth Management, a firm specializing in financial planning, fiduciary and corporate qualified plan consulting, small business services, risk and asset management, and estate, tax, and life insurance planning since 2002. There, I served as senior vice president and head of the firm’s retirement plan division, overseeing more than 180 corporate and institutional accounts.When I'm not with a client, I enjoy sports with my kids, snow skiing, water skiing, and do-it-yourself home projects.

I came to Lakeside Wealth Management in 2008 as a Financial Advisor, after many years in the home loan and student loan industry. Today, I serve as the Senior Vice President. I focus my work on both Private Wealth clients and Retirement Plans. As head of the Retirement Plan Division, I oversee 180+ corporate and institutional accounts. Lakeside Wealth Management is a team of professionals who manage over $1.6 Billion on behalf of corporations, institutions and private wealth clients. Lakeside's mission is to educate and enable Lakeside clients to achieve financial confidence through a process aligned with their values.Securities offered through First Allied Securities, Inc., a registered broker dealer, member FINRA/SIPC. Advisory Services offered through Lakeside Wealth Management Group, LLC, a registered investment adviser. Lakeside Wealth Management Group and First Allied Securities are not affiliated entities. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice

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In my role Vice President of Operations FinanSure Home Loans, I managed a team of processors and closers. I was responsible for overseeing the processing, closing. and selling of our home loans as well as the management of our warehouse credit facility. My position as Vice President taught me the importance of process consistency and attention to details.

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Direct to consumer sales of all mortgage products. Met with clients in their homes to conduct financial analysis, provide creative ideas, and solutions for debt management, or any other home loan need.