Tim has been in the financial services industry since 1988. He helps meet the planning needs of individuals and small businesses. Focusing on the protection, accumulation and distribution of clients’ assets through a step-by-step planning process.
Tim served as the head of the Unity Hospice Community Development Committee and was instrumental in helping build the local hospice care facility. He has served his county and local government having been involved at board and committee levels and at various levels in his faith community such as church trustee, lector and a member of the church financial committee. Tim is also past-President of the Northeast Wisconsin Insurance & Financial Advisors Association and the NAIFA Wisconsin Political Involvement State Chair.
Tim is a U.S. Army Veteran trained in the U.S. Army Medical Corp. He attended University of Wisconsin-Oshkosh, concentrating on Business Administration. Prior to joining Equitable, Tim was the owner of a Sporting Goods Distribution Company & Sports Bar business.
Tim has been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Wharton Certificate in Retirement Planning. He has also qualified ten times in the National Leaders Corps and is a member of AXA-Equitable Hall of Fame and is a Life Qualifying Member of the Million Dollar Round Table. Tim has completed the Equitable Advisors Advanced Learning Curriculum focused on Asset Allocation and Wealth Management Strategies hosted at Harvard University.
Tim and his wife Jayne, reside in Green Bay, Wisconsin. He enjoys spending time with his family, reading political autobiographies and watching High School, College athletics and the Green Bay Packers.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at firstname.lastname@example.org. Complaints about an Equitable Advisors FP should be directed to email@example.com.
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