About
Tim
Tim supports clients through comprehensive financial planning and investment management. He aims to deliver a high-quality client experience and support the continued growth of Focus Partners’ advisory practice.
Tim has more than seven years of experience in wealth management, having begun his career developing expertise in client acquisition, business development, and advisor mentorship while leading a team of advisors. Throughout his career, Tim has helped drive growth through asset gathering, client relationship management, and operational efficiency.
Outside of the office, Tim enjoys spending time with family and friends, including attending Indiana University football games, cheering on Chicago sports teams, working out, and spending time with his girlfriend. He is passionate about continuous learning and values helping others pursue their goals, both personally and professionally. These interests help him maintain a balanced perspective and bring energy, curiosity, and dedication to his work with clients.
Education and Professional Milestones
-Indiana University - bachelor’s degree
Tim supports clients through comprehensive financial planning and investment management. He aims to deliver a high-quality client experience and support the continued growth of Focus Partners’ advisory practice.
Tim has more than seven years of experience in wealth management, having begun his career developing expertise in client acquisition, business development, and advisor mentorship while leading a team of advisors. Throughout his career, Tim has helped drive growth through asset gathering, client relationship management, and operational efficiency.
Outside of the office, Tim enjoys spending time with family and friends, including attending Indiana University football games, cheering on Chicago sports teams, working out, and spending time with his girlfriend. He is passionate about continuous learning and values helping others pursue their goals, both personally and professionally. These interests help him maintain a balanced perspective and bring energy, curiosity, and dedication to his work with clients.
Education and Professional Milestones
-Indiana University - bachelor’s degree