Tim started his career in financial planning at Summit Financial Strategies in 2007 and holds a Bachelor of Science in Family Financial Planning from The Ohio State University.
Tim is a CERTIFIED FINANCIAL PLANNER™ professional. Tim works with an internal team of planners and has extensive experience providing clients and their families with wealth management and investment advisory services. Tim serves as the firm’s Chief Compliance Officer.
Tim gained valuable leadership and professional experience while racing as a professional cyclist for Abercrombie & Fitch, Inferno and Kenda Pro Cycling. Tim is also an advocate for Pelotonia, which is a Columbus based organization that raises money for ongoing cancer research.
Tim resides in Blacklick, Ohio with his wife Carmen and four children, Gavin, Finn, Cleo and Ruby. He spends his time away from the office with his family, gardening, running and cycling.
To hear more about Tim, view his video: Tim’s Video