Tim, a co-founder of Global Financial Group began his financial services career in 1995. Tim believes that everyone’s economic and life situation is unique and understands how important that is when providing financial advice. He is dedicated to offering personalized service to match his client’s goals and believes it is imperative to learn about his client’s beliefs, ambitions and specific needs, and trusts that together an individual financial plan can be prepared to assist his clients on the road to financial independence.
Tim’s main focus is individuals and businesses, helping his clients as a Financial Advisor. He is an Investment Advisor Representative with Osaic Wealth, Inc. and dedicates his practice to designing, implementing and helping clients reach their financial goals. He is experienced in asset allocation, retirement plans, individual retirement accounts, employer sponsored plan rollovers, and insurance needs.
Tim maintains a deep commitment to the financial services industry. He is Chartered Life Underwriter™ (CLU), a Chartered Financial Consultant™ (ChFC) and a member of NAIFA (National Association of Insurance and Financial Advisors). He continues to seek out opportunities to further his knowledge and provide clients with timely and useful information.
A native of the Milwaukee area, Tim received his Liberal Arts Degree from the University of Wisconsin – Madison in 1989. He and his wonderful wife, Amy, live in Milwaukee, Wisconsin with their two sons Jack and Hank and is active in his church and community.