By delivering an approachable strategy, Tim is committed to fostering an experience that encourages collaboration, and one that demonstrates transparency and authenticity. He centers on a consultative and objective process to address both corporate and personal wealth management.
Tim and his team focus on comprehensive financial planning, investment advisory services, business and personal risk management insurance, retirement income and estate planning*, business succession planning, and qualified retirement plans.
Tim has earned the CFP® certification through The American College of Financial Services and the AIF®, Accredited Investment Fiduciary® certification, through the Center for Fiduciary Studies, which certifies specialized knowledge of fiduciary standards of care and their application to the investment management process.
Tim is also a Retirement Income Certified Professional. The RICP® certification is earned through the American College of Financial Services and demonstrates specialization in helping pre-retirees manage and monetize assets for income during retirement.
Tim graduated from Appalachian State University with a double major in Finance & Banking and Risk Management Insurance. Outside of the office, Tim most of all enjoys being with his wife, Haley, young son, Tripp, and dog, Blue. He has also previously served as a board member on both, the Virginia Chapter of the American Foundation for Suicide Prevention, and Backpacks of Love. In his spare time, he enjoys exercising, and playing golf and tennis. During the colder months of the year he enjoys snow skiing, and of course, Appalachian State football.