Hey there! I'm Tim, a Fee Only Fiduciary Financial Advisor with a focus on supporting the unsung heroes of our communities – first responders. I've made it my mission to help those who dedicate their lives to helping others.

Ever wondered if you're cruising down the right road to retirement? Or maybe you're feeling a bit jittery about tackling some hefty financial decisions? Being unsure where to turn can be a bit overwhelming. You're already a hero in your community, and I'm here to help you become the hero of your financial journey.

My primary objective revolves around aiding clients in uncovering or enhancing their happiness, with this mission serving as my guiding principle. Allow me to architect a plan tailored specifically to your needs, enabling you to stride confidently towards your financial goals!


M Y S P E C I A L I Z A T I O N S

First Responders

I advise First Responders through the delicate balance between pensions, 457s, and 401ks. Structuring a plan that is malleable and adjustable on the fly is more and more important as defined benefit plans are becoming harder to find.

Given that officers typically have a shorter life expectancy than many other professions, it becomes vital to have all aspects in order as a foundational step towards securing your family's future.

If your job defines you, what happens when it's time to step away? Many first responders retire early, opening the door to a second career or they own a small business on the side. Everyone's next chapter is unique. Let's work together to craft a plan that ensures your second act is as successful as the first.


W H A T T O E X P E C T

Services and Pricing

Our relationship



G E T T O K N O W M E

I was given the best job in the world 2 years ago…Dad. With two little ones running around, life can get busy and crazy but I wouldn’t trade it for anything.

I am a die hard Detroit Lions fan, going as far to name my dogs after current and former players (Stafford and Calvin). My favorite player of all time is Matthew Stafford, and if you want a good story ask me how I got his autograph in person.

I have a passion for travel and have explored over 10 countries so far, with many more on the horizon. My long-term goal is to visit all 50 states, aiming to achieve this by the time my daughter graduates high school!. Credit Card hacking is one of my hobbies, and I love the challenge to “pay” for a trip with points (responsibly of course)!

I look forward to meeting you!


L E T ‘ S G E T S O C I A L

 
 


The five fiduciary principles I oath to follow are as follows:

1. I will always put your best interests first

2. I will act with the skill, care, diligence, and good judgement of a professional

3. I will not mislead you and provide full disclosure of important facts

4. I will avoid conflicts of interest

5. I will fully disclose and fairly manage, in your favor, any unavoidable conflicts