Qualifications

Client Centered

Here are some items that I would like to share that you may have not known:

Although my registration is listed as Timothy; nobody that knows me calls me by that name. Most of my friends call me Tim or Timmy.

I have been a Investment Advisor Rep since 2013. Before I became licensed as a Financial Advisor, I was PGA Golf professional for 22 years. I held positions at several Private Country Clubs in my area. I continue to maintain my Class A PGA Membership. I still enjoy playing golf, but in more of a relaxed environment. I like to play in charity events, and scrambles for fun. I do assist in coordinating a few charity golf outings in my spare time, and I also do some volunteer work in my community.

Other hobbies include, bowling, gardening, re-gripping golf clubs, and rooting on all of the Pittsburgh sports teams (Steelers, Penguins, Pirates) My favorite hobby is to spend time outdoors with my wife Jennifer, and my golden retriever Lambert. The securities and insurance licenses that I hold are: Series 7, Series 65, Series 6, Series 63, and Life / Health Insurance.

Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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