Tim is passionate about helping individuals, families and small businesses to build lasting financial peace. He employs a personalized and long-term approach to build authentic relationships with his clients, understanding their current life situations and guiding them towards their desired financial goals. Additionally, Tim is a proud SmartVestor Pro serving Ramsey Fans.
Born and raised in Columbus, Ohio, Tim’s father, a construction worker, instilled in him the value of hard work, integrity, and doing things the right way. He graduated from The Ohio State University in 2015 and, before joining Heritage Wealth Group, worked at one of the largest financial institutions in the country in their wealth management division. Tim holds the Series 7, 66, 9, and 10 securities licenses, as well as his Life & Health Insurance license.
Tim is incredibly fortunate to be married to his beautiful wife, Grace, and they reside in Pickerington with their five children. He actively participates in his local church, Maranatha Community Church, and is passionate about helping others in the faith community with a biblical perspective on finances.
***Working with a RamseyTrusted SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a RamseyTrusted SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Financial professionals pay a fee to be a RamseyTrusted SmartVestor Pro. Neither RamseySolutions nor RamseyTrusted SmartVestor are affiliates of or affiliated with Private Client Services, Member FINRA/SIPC, or Heritage Wealth Group***