Tim is Kingsview Partners’ Vice President of Financial Planning. His primary role is to develop and execute initiatives that enhance the financial planning resources, guidance, and infrastructure used by our branches in serving their clients. He also works closely with Kingsview Wealth Managers, consulting on complex case design, discussing advanced planning strategies, and helping maximize their planning technology’s value.
Tim’s passion for wealth management began during his studies at the University of Missouri, where he earned his degree in Personal Financial Planning. Tim has built and implemented comprehensive strategies for high-net-worth families, business owners, and corporate executives throughout his career. This experience provides a deep understanding of the strategies, technologies, and relationship dynamics Kingsview Wealth Managers encounter in their practices. He is also a CERTIFIED FINANCIAL PLANNER™ and a Certified Plan Fiduciary Advisor.
Tim resides in Chicago’s southwest suburbs with his wife, Olivia, and daughter, Josie. Outside work, he enjoys creating memories with family and friends through travel, attending events, and spending time outdoors.