Tim began his career in 1992 representing a global fixed income investment firm (Federated Securities Corp.) working directly with small community banks and thrift institutions in the Northeastern U.S. For more than 25 years, Tim has resided in Georgia and worked in the financial services industry. He has dedicated his career to representing and implementing investment management and asset allocation solutions, coupled with a focus on risk management as Regional Director and Vice President on behalf of global financial institutions. Tim is a Senior Wealth Advisor with the following industry licenses: Series 7, 65, and 63 held with LPL Financial. To add, he has earned the following designations: AIF® - Accredited Investment Fiduciary, and CRPC® - Chartered Retirement Planning Counselor SM. Tim’s efforts to know his clients personally, understand their goals, and be mindful of their concerns helps foster lasting relationships that place clients’ interests, first. Tim is blessed to be married to his devoted wife of 20 years (Tricia) with two teenagers, Preston and Sterling Ann. Tim looks forward to continually serving the interests of clients both, current and new.