Financial Advisor and Agency Principal
Contact Timothy J.
CFP® CIMA® RMA® MBA
Tim truly enjoys helping business owners and families prepare financially for their big goals in life. As an agency principal, Tim consults with clients to help them save money — not only on their insurance, but as an independent financial advisor.
When you contact us, you’re reaching a professional and knowledgeable business owner, who is ready to help. We care deeply about our clients and enjoy getting to know you — helping you in any way we can, even if it means staying with your current insurance or going somewhere else. There’s no pressure. That’s OK. We want what is best for you.
We are all about friendly relationships built on value and trust. Our clients appreciate working with a ‘real person’ who knows them and treats them like a friend. We’re going to see each other again. Reliability and personal integrity are important to us.
