Tim is a Senior Financial Advisor with twenty-two years of experience currently serving the Brookfield, Wauwatosa, and Racine, Wisconsin markets. Tim uses a holistic approach to financial planning by assisting in the clarification of financial goals, the defining of core values, and the identification of individual investment preferences, then developing a plan to help reach those goals.
Prior to joining the BMO Investment Services team, Tim received his Bachelor of Arts degree in Economics and Political Science from University of Wisconsin - Madison in Madison, Wisconsin. He holds series 7 and 65 licenses, held through LPL Financial along with his life, health, and annuities insurance licenses.
Tim volunteers for Junior Achievement and the Racine United Soccer Club. He enjoys golfing, traveling, and watching the Wisconsin Badgers, Green Bay Packers, and Milwaukee Brewers with his wife and three children.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management