Tim’s Story:
Tim is a dedicated Wealth Advisor at WealthClarity who helps guide individuals and families through personalized financial planning, risk management, investment management, and tax planning. He also works with business owners to provide and manage retirement plans for their businesses. Tim’s goal is to develop long-lasting relationships with clients, foster direction as they journey towards their financial goals, and measure his success by their success. Outside of work, Tim enjoys yoga with his wife and going to concerts.
Professional Experience & Qualifications:
Tim brings extensive experience and qualifications to WealthClarity. His professional background and qualifications include:
- In the financial services industry since 2015
- Certified Plan Fiduciary Advisor (CPFA)
- FINRA Series 7 and 66 securities licenses (held through LPL Financial)
- Former Adjunct Professor, Red Rocks Community College
- Former Instructor of Finance, Marketing, Business, and Computer Science, Jefferson High School
- Bachelor’s Degree in Business Management, University of New Mexico
Specialties:
Tim specializes in:
- Personalized financial planning
- Risk management
- Investment management
- Tax planning
- Retirement plans for businesses
Fun Fact:
Tim likes to help his daughters with gymnastics in their yard.
