Advisor profile

My Approach

We work together with our clients in a long-term, trusting financial advisory relationship. Our team delivers objective tailored financial advice. We bring our clients more peace of mind that comes from having a plan to achieve their dreams and financial freedom.


11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Charitable Giving
  • Small Business
  • Insurance
  • Sustainable and Responsible Investing

Education

  • Elmhurst College, BS Political Science and Spanish, 2001

Awards & recognition

  • Jensen & Associates, Ameriprise Client Experience Award, 2020-2023
  • Five Star Wealth Manager, 2020, 2023

Community participation

*Oak Park Area Lesbian & Gay Association (OPALGA+), Board Member at-large

*Oak Park/River Forest Chamber of Commerce Member

*LGBT Chamber of Commerce of Illinois Member

Interests

*Lives in Oak Park, IL with his best friend and spouse, Ryan.

*Travelling, Physical Fitness, Community Service, Public Speaking, Reading and Eating Ice Cream.

*Recreational biking and running (a Chicago Marathon Finisher in 2011 & 2012).

Tim also enjoys the arts and supports:

*Lyric Opera of Chicago

*Chicago Symphony Orchestra

*The Art Institute of Chicago

*Broadway in Chicago

My photos

2 albums
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