More than just numbers, financial planning at its core is a people business. While deeply versed in the tools of the profession, Tim understands that ultimately success is measured by having people, generations and businesses reach their personal goals. This takes understanding and compassion, as well as tools.
Importantly, these experiences are coupled with his ability to listen, learn, and understand what is moving people.
Tim’s experience is matched by his perpetual curiosity, ability to listen, learn and understand what is moving people. Tim is a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the Financial Planning Association and the Columbus Bar Association.
I look to be able to say each day, “That is interesting.” Be it a thought, an experience, a mountain, a piece of music, a friendship or meeting a new person and learning their story. That is why I travel to new places (recently the Amazon and New Zealand), I listen and I meet people. I love to learn and then see how I might use what I learn to benefit others.