Chief Investment Officer
Financial Health is Serious Business
Overview And Experience
Experience is the teacher of all things
Tim was the Director of Fixed Income for a national RIA in Overland Park, KS. While there, he was a member of the Investment Committee and was responsible for the creation of the firm’s Fixed Income department. Prior to joining the national firm, Tim owned his own RIA and worked as a portfolio manager for various, large insurance companies. In these roles, he gained experience in the fixed income, equity, derivative, and alternative spaces of the financial markets.
Tim holds a B.A. in Economics from Columbia University in New York, NY. He is a CFA Charterholder and a member of the Kansas City CFA Society. He brings over 22 years of portfolio management, security analysis, and financial planning experience.
Outside of the office, Tim and his wife Melissa enjoy spending time with their son Christopher and daughter Claire. Tim’s hobbies include fishing, antiques, and participating in his son’s and daughter’s sporting events.
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over 80 years of combined Financial experience