Tim is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Investment Fiduciary®, and an Investment Adviser Representative of both Resource Financial Planning and Commonwealth Financial Network®. Tim holds FINRA Series 7 and 66 securities registrations, as well as Colorado life, disability, and health insurance licenses.
Tim likes to work with genuinely nice, humble, fun-loving people who care about family, community, or someone or something more than themselves. They're most often busy spending their limited free time on the more meaningful things in life (relationships, fitness, professional development) than managing money. They delegate what can be delegated (financial oversight) and appreciate experienced, trustworthy, professional coaching on an ongoing basis.
Tim enjoys a practice designed to serve a limited group of clients at the highest level by integrating comprehensive financial planning with asset management services. Tim helps clients identify their financial values, establish meaningful goals, focus on what’s most important, and monitor their progress along the way. Managed account services are offered in a noncommissioned environment to ensure that objectivity and flexibility work to his clients' best advantage.