A financial advisor since the 1980s, Tim uses his decades of experience to support you through all of life’s transitions – from starting a new career and establishing a new 401k to losing a spouse and managing inherited assets. Supported by Amy Schulkin, Tim takes a technical approach to investing, researching every aspect of your portfolio and conducting probability analysis to provide advice in your best interest. He uses quarterly meetings to get to know you and your family, establishing a personal connection that allows him to better understand your needs, plans, and goals for the future and adapt your financial strategy as those change. Tim has many multi-generational clients, and he values the relationships that have been cultivated for more than 40 years.  

Tim’s mission is to help you understand all the elements of your financial strategy to help you have clarity for your future. He partners with other professionals, like estate planning attorneys and accountants, to provide the necessary resources to strive for your goals. Additional support from Independent Advisor Alliance and LPL Financial means we have access to countless investment options, no proprietary products, and multiple custodian options to deliver consistent and strategic financial advice. 

Tim wakes up each morning passionate about the role he plays in his clients’ lives and, in his words, wants to “lift clients up from where they are.”