Tim leads client development from our Southeast Minnesota region. Managing individuals wealth and planning needs, as well as small to mid-sized business retirement plans, are his specialty. He began his career as an Industrial Engineer working with electronics for the defense and medical industry. For nearly 11 years he served the City of Rochester, MN in the water quality industry. Later he transitioned into the automotive industry with VW, Audi, & BMW. Since early 2020 he has been serving his clients through financial planning, tax planning and investment management.

Tim graduated from The University of MN Duluth   in 2002 majoring in Industrial Engineering. He holds a Series 66 license and is an IRS Enrolled Agent.

Tim and his wife Nancy have three children and a playful golden doodle named Edith. He is part of three teams at the Cathedral of The Sacred Heart in Winona, MN. The whole family enjoys adventures and travelling together to State & National Parks as well as downhill & cross-country skiing.