Tim brings 30 years of financial services expertise to the firm. He started his career as a commercial and investment banker where he worked with businesses to solve complex financial problems. Often these solutions involved coordinating financial, accounting, legal and business strategy expertise. Tim then used those skills to help The ServiceMaster Company with strategic financial planning and capital markets transactions. As a member of ServiceMaster’s 401k oversight committee, Tim became passionate about helping individuals and families prepare for their financial futures.
For the past 11 years, Tim has worked with high net worth families, helping them make wise financial choices. Tim finds great satisfaction in helping clients connect their financial decisions to their personal and family values. He understands that good advice begins with building a relationship founded on trust. Tim loves helping clients succeed while growing friendships along the way.
Tim is a graduate of Wheaton College, where he earned his BA in economics and business, and of Northwestern University’s Kellogg Graduate School of Management. He is a Registered Investment Advisor Representative and a Certified Financial PlannerTM professional.
Tim lives in Chicago with his wife Becky. He is active in his church where he has presented financial workshops. In addition, Tim is on the President’s Advisory Committee and was formerly Chairman of the Board of One Collective. Tim also is Past President of the DuPage County Estate Planning Council.