About Tim
Tim works with his advisory team to analyze clients’ situations, provide guidance, and present structured financial plans to help them achieve their goals. He chose a career in financial planning because he enjoys helping others solve problems, has great attention to detail, and enjoys communicating regularly with clients to find out what’s most important to them. His main motivation is providing his clients with a sense of financial security.
Tim lives with his fiancé, Peyton, and their dog, Rory, in Bradley, Illinois. Outside of work, his hobbies include fitness, watching the Chicago White Sox, and spending time with friends and family.
Education and Professional Milestones
- Saint Xavier University - Bachelor’s Degree in Business; Candidate for Master of Business Administration in Finance
- Has worked as a Financial Services Representative at Dickson and Associates in Merrillville, Indiana
Tim works with his advisory team to analyze clients’ situations, provide guidance, and present structured financial plans to help them achieve their goals. He chose a career in financial planning because he enjoys helping others solve problems, has great attention to detail, and enjoys communicating regularly with clients to find out what’s most important to them. His main motivation is providing his clients with a sense of financial security.
Tim lives with his fiancé, Peyton, and their dog, Rory, in Bradley, Illinois. Outside of work, his hobbies include fitness, watching the Chicago White Sox, and spending time with friends and family.
Education and Professional Milestones
- Saint Xavier University - Bachelor’s Degree in Business; Candidate for Master of Business Administration in Finance
- Has worked as a Financial Services Representative at Dickson and Associates in Merrillville, Indiana