Tim’s career in financial services began as an intern at a commodity brokerage firm in Bloomington, Illinois. He completed his internship there and graduated magna cum laude with a bachelor of science degree from Illinois State University.
Before founding his own wealth management firm, Tim was the founder, owner and president of Tim’s Ace Hardware. While there, he purchased Interiors by Roecker’s Paint Store (established in 1942) and merged it with his hardware store. He quickly learned every aspect of running a company, including cash flow and debt management, tax planning, retirement income planning and exit strategies. In 2018, he sold the store to continue pursuing his passion for financial planning and investment management. He has also obtained his CERTIFIED FINANCIAL PLANNER™ designation.
Tim has spent time as a real estate broker in Lake Ozark, MO and previously served as a member of the Illinois Air National Guard, later becoming a veteran of Operation Iraqi Freedom and Operation Enduring Freedom (honorably discharged in 2005).
Christina provides operational and client support while working closely with Tim on a day-to-day basis. Christina has over 10 years of finance and wealth management experience. She is a proud graduate of Pennsylvania State University and is currently a CFP® Candidate with the College of Financial Planning. Christina works on behalf of the team at Nifty Advisor Support, a firm that provides administrative support and paraplanning for financial advisors.