Tim joined Merrill Lynch Wealth Management in 2009 after working for 11 years in corporate business management. He obtained his Chartered Retirement Planning Counselor, CRPCTM designation in 2012 and CERTIFIED FINANCIAL PLANNER™, CFP® certification in 2018. He graduated from University of Wyoming with a Business Administration degree with an emphasis in Finance. He is an Eagle Scout who continues to give back to the community by serving as a volunteer for the Boy Scouts. He also previously served as the President of the University of Wyoming Alumni Association Board of Directors.
Tim spends his off time with his wife, Margaret, and his two children. He enjoys playing tennis, golf, and softball during the spring and summer months.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
