As a Financial Services Professional, my goal is to educate my clients in financial decisions. I assist professionals and business owners in many ways, including employee benefits and retention services, advisory services, and estate and succession planning.
I am an established, activemember of the community. In the past, I have served as President of the Rotary Club of Fairfax and as Treasurer and Site Committee Chair of Trinity Christian School. Currently, I serve as an Advisory Board Member for John Marshall Bank, and as a Board Member of the Northern Virginia Chapter of the Fellowship of Christian Athletes, Cedar Run Community Church, and Keystone Christian Ministries.
- Insurance Strategies
- Investment Strategies
- Student Loan Refinancing
- Retirement Income Planning
- Group Benefits
Check the background of this investment professional on FINRA’s BrokerCheckSee Tim’s Licenses and Disclosures