Tim has over 15 years of experience providing financial advice to institutions as well as individual investors. He has worked at Cambridge Associates, Aronson+Johnson+Ortiz, and most recently UNC gaining valuable knowledge of how institutions approach investing and asset allocation. Tim’s primary goal is to create a partnership with clients which results in a comprehensive review of their finances prior to making prudent recommendations to attain their objectives.
For the past 5 years, Tim has worked with individuals and small businesses in providing financial services for investing, financial planning, and risk management. He is a Certified Financial Planner, TM and is licensed by FINRA for securities with a Series 7 license, investment advisory services with a Series 66 license and holds insurance licenses for life, disability and long-term care.
Tim lives in Chapel Hill, NC with his wife Tami and their two young daughters.