Tim joined Concentric Wealth Management as a Senior Wealth Management Advisor in August 2023, focusing primarily on financial planning, comprehensive portfolio management and retirement income planning. Tim knows that great service starts by learning what his clients wants and needs. He can then use his experience, skills and knowledge to craft a plan to meet those needs.
With a career spanning more than 31 years, Tim has served many financial roles with his previous companies, including Horan Wealth Management and Aetna Investment Services.
Tim received certifications from the University of Pittsburgh’s Joseph M. Katz School of Business and the Center for Fiduciary Studies, Xavier University, and he received his BFA from the Cleveland Institute of Art. Tim holds the Series 6, Series 63, Series 26 licenses, as well as the Certified Financial Planner™ and the Accredited Investment Fiduciary™ designations.
A long-time resident of Anderson Township, Tim lives with his wife Jayme, and two children, Gabby and Brooks. While helping with school and the kids’ activities, he keeps busy yet still finds time to run, paint and learn to play guitar in his spare time.