“I understand that partnering with someone for your financial future is a highly personal decision
and also one of the most impactful decisions you’ll make. For this reason, I don’t take our
responsibility to you lightly. Each plan is strategically created with you and is custom built to
meet your needs and those of your loved ones. When you work with us you gain a partner.
We’re here to talk through, and plan around the financial questions and important decisions
that arise throughout your life. “
Over his decade+ financial advisor career Timothy has met with hundreds of families, individuals,
and business owners helping develop and manage their investment and retirement plans.
With an expertise in retirement planning, Timothy continues to build lifelong relationships
with clients across Michigan.
As a fully independent insurance and securities professional Timothy is not captive to any specific
investment parent companies or alliances . Timothy can offer most any security and insurance
product available which allows him to guide his clients towards the best solution for their
unique situation.
Timothy studied Finance and Economics at University of Michigan—Flint and graduated in
2010. Timothy is currently registered as a Registered Representative and Investment Advisor
Representative with Kestra Advisory & Investment Services.
Timothy currently lives in Lapeer, MI with his wife Savannah and his three amazing children,
Micah, Olivia , and Levi. Savannah is a Occupational Therapist at a local hospital. The Good
Family is often running to a kids game or event, going for walks & hikes, watching Wolverine’s
sports, eating good food, or chasing the perfect cup of coffee.
Securities Exams Passed & Licensing
Series 7 – General Securities Representative
Series 66 – Uniform Combined State Law
Life, Health, and Variable Insurance Contracts
