Tim began his career in 1992, representing a global fixed income investment firm (Federated Securities Corp.), working directly with small community banks and financial institutions in the Northeastern U.S. For 30 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. His efforts to know his clients personally, understand their financial goals, and be mindful of their concerns help foster lasting relationships that place clients’ interests first. Tim is blessed to be married to his devoted wife of 25 years (Tricia) with two adult children: Preston (22 y/o) and Sterling Ann (19 y/o). Outside of work, he enjoys time with family, golf, reading, and following his hometown teams. Tim looks forward to continually serving the interests of clients, both current and new.