“I started saving money in my father’s credit union when I was 12 years old. I am a firm believer in credit unions and I am proud to help our fire family plan for their future. I feel that I can help everyone I meet. I’ve made a career out of educating investors at all experience levels with saving and investing. My commitment is to educate our members and understand the values, needs and goals of each member to help them make the best financial and life decisions.”
Tim has over 21 years of experience in the financial services industry. He has worked for full-service, discount, online and independent broker dealers. He has extensive experience in trading, operations, compliance and sales.
Tim’s process consists of:
- Understanding your core values
- Generating goals that reflect those values
- Establishing a consistent plan of saving, investing and life planning
- Maintaining your plan and assisting you with making adjustments as your life changes
Education & Experience
Tim earned a Bachelor of Science Degree in Psychology from Clarion University.
In his free time, Tim loves to travel, go to the movies, watch college football and catch some rays at the beach.
Tim has earned the following licenses, Series: 7; 63; 4; 24; 8 and 65. He is also insurance licensed in CA.