About Tim
I am a financial planner whose goal is to deliver personalized planning for each of our clients at various life stages—from purchasing their first house to developing an income strategy in retirement and everything in between. Any good financial plan should provide a roadmap of where they are now t...
Areas of focus
Credentials & background
Designations
CFPAIF
Licenses
Series 66
Education
Bachelor of Science Degree Oregon State University (2012)
Clients served
RetireesTeachersBusiness OwnersHigh Net Worth IndividualsEntrepreneursNew Investors
Regulatory
The firm
Atlantic Wealth Advisors