I am a native to Colorado. I thought that I would try another state but found myself right back in my back yard, or close to it. I am married and my wife's 3 children reside with us, and one is serving in the US Navy. In my spare time I love to play and watch sports. My two favorite at the moment are basketball and tennis. In 2020 I decided to launch my own tennis instructing business called Tim's Tennis Time LLC, and I receive tons of joy and fulfillment in watching and helping people of all ages progress in the wonderful game of tennis. I spend time volunteering for my church, and I love to get out and take a long walk, compete in league Tennis, go for a bike ride, go out to dinner or watch a movie in the park. It's extra cool if it is at Red Rocks.
I have 15 years of experience in the Financial Services Industry. I have training in the areas of Asset Management, Advisory Based Advice, Life Insurance, Long-Term Care, and Investment Planning. I love the ability to sit down with an individual or family, assess where they are currently, and with my guidance, help them navigate the markets and ultimately pursue their goals and dreams. As a Financial Planner, I can best describe my mission as helping people preserve, distribute and pass on assets to the next generation. I've had the opportunity to work with several different Financial firms during my career. I believe the advantage with this is it has enabled me to extract a piece from each philosophy and incorporate it into a fluid process that I use today. In my last role as Private Client Advisor with JPM Chase, I was able to lead a team of Bankers, uncover investment needs, in an effort to help clients pursue their Long-Term financial goals. I put an emphasis on establishing a customized written plan that is designed to help clients organize their assets and aims to help them succeed.
Please contact me by e-mail: firstname.lastname@example.org by Phone: 720-299-4552 or you can visit my website:
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